Fund Awards 2024

14 | Wealth & Finance Fund Awards 2024 Best Classic & Individual Asset Management Company 2024 V.M.Z. Vermögensverwaltungsgesellschaft is a bank-independent asset manager renowned across the country for its ability to craft personal investment strategies that more than live up to the high industry standards that its clients have come to expect. The company offers a stellar range of classic and individual strategies, and the excellence of both of these areas is reflected in the prestigious award title that V.M.Z. has had bestowed upon it. Across all of these robust asset management strategies, the company leverages its signature V.M.Z. investment process, which forms the very foundation of every decision it makes. This unique process has proven its worth for decades, and sees the company interweave its multidimensional core competencies within its detailed research, before applying them to asset allocations through a series of proven tactical, strategic, and operational measures. Intelligent portfolio management is another cornerstone of this operation, and as Dr Zschaber himself explains, “only through intelligent portfolio management is it possible to take advantage of the general sentiment of the stock markets, which fluctuate back and forth between exaggerated optimism and unjustified pessimism.” He adds, “countercyclical thinking is the motto for sustainable success in the capital markets, and the investment strategies of our company embody these ideals within the investment approach.” This is something that can be seen clearly across V.M.Z.’s fundamental analysis, a process whereby the team evaluate companies through a suite of comprehensive valuation measures that make two separate assessments about them, one concerning their past and the other their future. An example of risk management at its finest, he and his team recognise the paramount importance of risk management when it comes to driving the sustainable success of a client’s portfolio. “Decisive for sustainable success are the independence of risk management and active portfolio management”, says Dr Zschaber. “We are absolutely convinced that risk management sustainably improves performance, and the goal is to minimise those risks in the portfolio that we don’t want to take.” This is why the company’s risk management specialists utilise a number of statistical and algorithmic techniques developed in-house, combining these with risk models to both manage factors and carry out encompassing industry analyses. Such wide-ranging excellence is not only demonstrated by the risk management team, and V.M.Z. is incredibly proud of the strengths of the workforce it has developed across the board. Comprised of highly qualified individuals, all of whom enjoy working, managing, and carrying out analysis, everyone, from management through to the operational team, subscribes to an ethos of hard work, sound in the knowledge that luck cannot be relied upon when it comes to investing. Far from the only thing that this company has come to realise over the past three decades, its long-standing success can also largely be attributed to its ability to seamlessly traverse the trends of the industry, including the likes of digitalisation and AI, which are gripping this sector at present. On the back of this, Dr Zschaber tells us, “with our processes, we have been able to achieve excellent performance for our customers for 30 years.” A refusal to follow the crowd has too proven pivotal in the company’s triumphs, and he refers to the timeless saying, “never follow the crowd, otherwise you will get what the crowd gets”, as being a defining ethos that has continued to serve V.M.Z. well. The same is also true concerning the future of this space, which will see more challenges arise on the back of the dynamic landscapes of the stock market, the economy, and general politics. Dr Zschaber and his team are more than up to the challenge however, and even though the world has changed an awful lot since the company first set out on this venture 30 years ago, this is a company that champions the timeless values of hard work and dedication, and one that is continuing to solidify its position as an industry frontrunner in the process. Contact: Dr Zschaber Company: V.M.Z. Vermögensverwaltungsgesellschaft Web Address: https://zschaber.de Sitting atop a 30-year legacy in the field of asset management, V.M.Z. Vermögensverwaltungsgesellschaft was founded by Dr Markus C. Zschaber, who also serves as its managing director. Celebrated as one of Germany’s most experienced and renowned asset managers, Dr Zschaber has received more than 25 industry awards over the course of his career and is perhaps best known for featuring as a stock market expert on TV news channel n-tv, where he gave interviews for more than two decades. We catch up with Dr Zschaber to find out more about his asset management business.

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