8th June 2016

Ones to watch in Hedge Funds 2016

Based in Zurich, Finanz Konzept AG is a highly innovative independent asset manager who specialise in alternative investments. We spoke to Florian Agarwalla, Head of Sales at Finanz Konzept AG, to find out more about their company, as well as their unique investment strategy.

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Ones to watch in Hedge Funds 2016

Our company’s niche area is in alternative investments, and at the moment we manage two investment funds. The first is the Physical Diamond Fund, which broadly invests in rough diamonds and natural polished diamonds. The diamonds are directly sourced from producers and they are certified by a Gemmological Institute. The fund targets a return of 5% to 6% p.a. with a target volatility of 2%-3% p.a. Furthermore, in 2015, the fund was selected as “Swiss Fund of the Year” by “Global Awards”.

Our second fund is called the Triple Opportunity Fixed Income Fund, which invests globally in government bonds, corporate bonds, convertible bonds and short term securities and securitised derivatives. The fund may use up to 200% Leverage, and the target return of the fund is 6% to 8% p.a., with a target volatility of 10% p.a. In 2013, the fund was elected as “Best Fixed Income Fund Europe” by “World Finance Hedge Funds Awards” and in 2014 the fund was elected as “Best Fixed Income Fund Switzerland” by “IFM Awards”.

When it comes to our process, risk management is essential. Finanz Konzept AG has a risk management framework that is designed to identify, monitor and mitigate the portfolio risk. Alongside this implementation, Finanz Konzept AG combines external research and inhouse proprietary research in order to adapt to changes in the market environment and future opportunities. In order to stay ahead in our highly competitive industry, our team of research analysts are constantly investigating the markets in order to identify the best opportunities for our clients.

With regards to our region, Switzerland is one of the most competitive markets worldwide in terms of wealth management and asset management. Nonetheless, we manage to constantly grow our assets under management by offering innovative investment solutions and products to our clients.

As well as our highly innovative investment strategy, our approach towards client services also adds to our armoury in terms of standing out from our peers. Clients are our top priority, and we spend a lot of time with our clients to permanently understand their goals and needs. This enables us to construct “state of the art” tailor made portfolios.

Across the board, we are a people orientated company, and this extends beyond the close relationships we keep with our clients. Our staff are a tightly knit team who share the same values but at the same time bring their own unique skills to the company too. We employ experienced staff and look for a mix of employees with different educational and cultural backgrounds, and in this way we can learn from past experience and benefit from insights from best practice from multiple geographies. Moreover, we ensure that we work in teams so that discussion is possible and the best ideas make it to client portfolios.

Within this environment, our employees care passionately about doing work that helps others. They value teamwork, and they’re always willing to pitch in or stay late if someone is behind on an important deadline. This has led to a culture of trust, friendliness and mutual respect within the team and to much better results for our clients in terms of service and performance. Our people are by far our strongest asset, and we know that the talent and points of view of diverse individuals are what has built our legacy and shapes our future.

Looking towards the future, we are confident that our company will continue to grow and prosper. In the second half of 2016 we are planning to set up a Private Equity Buyout Fund which seeks to finance proven and technology driven businesses in the DACH region. Our cost efficient structure enables us to profitably focus on the micro segment. We expect MBOs/MBIs -because of a lack of succession-and growth financing to be the major drivers for private equity in this segment. Companies at that size often lack to make the best out of clear technology advantages. Therefore, we follow a hands on approach and support our companies not only with capital, but also with know how in specific fields like internationalisation, structure and strategy. This is quite an exciting opportunity for us, and we look forward to see what’s in store for us in the coming months.

Company: Finanz Konzept AG
Name: Florian Agarwalla
Email:[email protected]
Web Address:
Address: Schulhausstrasse 42, 8001 Zurich, Switzerland
Telephone: +41 44 204 34 62

Categories: Articles

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