“Since our foundation over 30 years ago, we have stood for consistency of style and a disciplined value investing philosophy. We create trust through transparency, reliability and long-term thinking – values that we have always lived by and that our investors also appreciate about us.”
Georg Geiger, Founder & CEO
As value investors, we think like entrepreneurs, not speculators.
Value-Holdings is an owner-managed, independent asset management boutique based in Augsburg. We specialize in German small caps and European dividend stocks. Since 1992, our stock selection has been based on the principles of value investing. We do not follow short-term trends, but rely on in-depth company analysis. A concept that has proven itself over the long term and has successfully navigated our clients through many stock market cycles. Interested investors can participate in the long-term success of our value investing philosophy with the following investment solutions.
The Value-Holdings equity funds
Value-Holdings
Deutschland Fund
ISIN LI00113873901
The German small cap sector not only has successful companies, but also special entrepreneurs. In particular, Germany stands for the art of engineering and globally active niche players. These companies create added value in the Value-Holdings Deutschland Fund, which can look back on more than 20 years of history and numerous awards.
Value-Holdings
Dividenden Fund
ISIN LI0039541953
Companies with a robust and established business model are in a position to pay high dividends. The investment strategy focuses on undervalued shares based in Europe with high dividend yields. Fund investors not only benefit from the potential returns, but also from the target distribution of 3 % per year.
Awards
We are in the same boat as our clients and are measured by our investment results. Consistently implementing value investing means staying on course even in uncertain times. This consistency of style has proven its success and helped us to win numerous awards, for which we are very grateful. The good performance of the past is a great motivation for us to continue our approach so that we can build on these successes in the future.
The Value-Holdings investment companies
Value-Holdings
Aktie
ISIN DE00076000405
The entrepreneurial share for German small and mid caps. Specialized in German small cap stocks since 1992. Since then, the selection of stocks has been based on value investing criteria and has proven itself over time.
Value-Holdings
International Aktie
ISIN DE0007563629
The share with attractive dividends. Our typical shareholders, such as foundations and family offices, benefit from regular and reliable dividend distributions thanks to the broad diversification across European equities.