ansa capital management is an independent, owner-managed investment boutique. We focus exclusively on total return strategies and the active management of global asset classes. For us, total return means taking total responsibility for a portfolio’s performance and risk, independent of a benchmark. Our investment decisions are based on our analysis of the interplay between macroeconomic factors and the capital markets. We employ quantitative methods throughout the entire investment process.
Our business is based on solid foundations: 20 years of knowledge and experience using quantitative methods, in addition to building and managing a successful global investment boutique.
Support and leadership from senior investment professionals with diverse skills and experience
Heinz Hilgert – chairman
Heinz Hilgert is Principal of TransVise GmbH. TransVise was founded by him in 2009 and acts as an international Business Consultat and Senior Advisor and supports clients in designing and executing marketing strategies in the German financial industry covering a broad range of topics. He previously held positions as Deputy CEO of DZ Bank AG and as CEO of WestLB AG. During this time he fulfilled a variety of supervisory board mandates, inter alia, in the Union Asset Management Holding AG, the R + V Insurance AG and the Team Bank. He currently accompanies the Data Group AG in this function and is Chairman of GFKL Lowell group.
Since joining the BMW Group Norbert-Otto Mayer has held a number of senior positions and has managed a wide range of business activities in financial market risk management, including cash management and currency risk. In 2010 Mr. Mayer was appointed Senior Vice President Finance and Group Treasurer, overseeing Corporate Finance, Asset Management, Pensions, Investor Relations and Treasury Centres in Asia Pacific, the US and Europe. In total his asset management responsibility amounts to approx. € 20 Bn. Before joinging the BMW Group in 1984 he worked for Bayerische Vereinsbank and Dresdner Bank.
Jürgen Olbermann was for 20 years responsible as managing director in various FERI companies for the institutional client business of the asset management group. Since 2010 he has been a member of the Supervisory Board of the Inter Insurance Group in Mannheim. Prior to joining FERI, he worked for 10 years as Managing Director and Supervisory Board member (EI Euroinvest) at LGT Germany Group.
We follow a long-term systematic global macro strategy. The investment universe consists of global equities (0-100%), global government bonds (0-200%), commodities (0-30%) and currencies (-20% to +20%). Investment in each market is made with listed equity and government bond futures and ETCs. Asset allocation is derived from the macroeconomic environment via a quantitative model and is complemented by active risk management. The adaptive target risk approach controls the investment level without changing the optimal asset allocation.
The fund employs a total return strategy with the objective to generate a long-term high appreciation in Euro taking into account the investment risk. Its global macro strategy uses quantitative methods to diversify across all key global equities, bond and commodities markets, while taking their individual risk contributions into account. The active management of the strategy is based only on the investment objectives and is not constrained by a benchmark.
www.ansa-derfonds.de – the fund concept explained interactively in 10 steps