Marketing Communication
Value drivers combined with stabilising factors
ProfitlichSchmidlin, a privately-held and owner-managed fund consultancy based in Cologne, was founded in 2013 with shareholders of GANÉ Aktiengesellschaft, Flossbach von Storch AG and BKP Vermögensverwaltung.
The fund boutique focuses on identifying undervaluations in long-term corporate investments as well as in equities and bonds in special situations. With its non-benchmark, bottom-up investment approach, the company offers a remarkable combination of market-independent investments (equity and bond special situations) and a high-conviction portfolio of quality stocks.
Stock selection is based on three criteria: competence, undervaluation and value drivers. The consultancy’s goal is to generate value growth while limiting fundamental risks.
The fund boutique focuses on identifying undervaluations in long-term corporate investments as well as in equities and bonds in special situations. With its non-benchmark, bottom-up investment approach, the company offers a remarkable combination of market-independent investments (equity and bond special situations) and a high-conviction portfolio of quality stocks.
Stock selection is based on three criteria: competence, undervaluation and value drivers. The consultancy’s goal is to generate value growth while limiting fundamental risks.
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Disclaimer
Disclaimer: ProfitlichSchmidlin Fonds UI Anteilklasse R (DE000A1W9A28)
This is a marketing advertisement. Please read the prospectus ProfitlichSchmidlin Fonds UI of the ProfitlichSchmidlin Fonds UI Anteilklasse R (the " Fund") and the key information document ("PRIIPs-KID") before making a final investment decision.2025. All rights reserved. This publication is for marketing purposes only. The information provided is not intended as a recommendation or advice. All information is based on publicly available sources that we believe to be reliable. We cannot guarantee the accuracy or completeness of the information and no statement in this publication should be construed as such a guarantee. The opinions expressed in this publication are subject to change without notice. Past performance information is not indicative of or a guarantee of future performance. The sole basis for the acquisition of units are the sales documents of the respective fund, consisting of the sales prospectus, the key information document and the annual report and/or the semi-annual report. These documents can be accessed free of charge in German or English if applicable at https://fondsfinder.universal-investment.com/ at the relevant fund under “Downloads”. A summary of your investor rights in English can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Luxembourg-English/Complaint-Handling-Policy_UIL_EN_02-2022.pdf .
The information presented in this publication is for your information only, is subject to change and does not constitute investment advice, legal and/or tax advice or any other recommendation. The statements contained in this document reflect the current views of Universal-Investment-Gesellschaft mbH ("UID"), which are subject to change at any time without notice. All statements in this overview have been made with care in accordance with the state of knowledge at the time of the preparation of the marketing document. However, no responsibility or liability can be accepted for its accuracy or completeness.
In addition, please note that in the case of funds for which UID, as management company, has made arrangements for the distribution of the fund's units in EU Member States, UID may decide to cancel such arrangements in accordance with Directive 2009/65/EC and Art. 32a of Directive 2011/61/EU. In this context, the Management Company may make a lump sum offer to repurchase or redeem all corresponding units held by investors in the relevant Member State. An investment in a Fund is a risky investment and investors in the Fund may suffer a loss in value up to an amount equivalent to a total loss of the entire capital invested in the Shares in the Fund. Accordingly, potential investors should have adequate and sufficient liquidity to economically bear a total loss of their investment in the Fund. When deciding to invest in the advertised fund, the investor should also take into account the sustainability aspects regarding the characteristics or objectives of the advertised fund as set out in the prospectus. Sustainability-related disclosures of the fund can also be found at: https://fondsfinder.universal-investment.com/en/DE/Funds/DE000A1W9A28/downloads.
Disclaimer: ProfitlichSchmidlin Fonds UI Anteilklasse I (DE000A1W9A36)
This is a marketing advertisement. Please read the prospectus ProfitlichSchmidlin Fonds UI of the ProfitlichSchmidlin Fonds UI Anteilklasse I (the " Fund") and the key information document ("PRIIPs-KID") before making a final investment decision.2025. All rights reserved. This publication is for marketing purposes only. The information provided is not intended as a recommendation or advice. All information is based on publicly available sources that we believe to be reliable. We cannot guarantee the accuracy or completeness of the information and no statement in this publication should be construed as such a guarantee. The opinions expressed in this publication are subject to change without notice. Past performance information is not indicative of or a guarantee of future performance. The sole basis for the acquisition of units are the sales documents of the respective fund, consisting of the sales prospectus, the key information document and the annual report and/or the semi-annual report. These documents can be accessed free of charge in German or English if applicable at https://fondsfinder.universal-investment.com/ at the relevant fund under “Downloads”. A summary of your investor rights in English can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Luxembourg-English/Complaint-Handling-Policy_UIL_EN_02-2022.pdf.
The information presented in this publication is for your information only, is subject to change and does not constitute investment advice, legal and/or tax advice or any other recommendation. The statements contained in this document reflect the current views of Universal-Investment-Gesellschaft mbH ("UID"), which are subject to change at any time without notice. All statements in this overview have been made with care in accordance with the state of knowledge at the time of the preparation of the marketing document. However, no responsibility or liability can be accepted for its accuracy or completeness.
In addition, please note that in the case of funds for which UID, as management company, has made arrangements for the distribution of the fund's units in EU Member States, UID may decide to cancel such arrangements in accordance with Directive 2009/65/EC and Art. 32a of Directive 2011/61/EU. In this context, the Management Company may make a lump sum offer to repurchase or redeem all corresponding units held by investors in the relevant Member State. An investment in a Fund is a risky investment and investors in the Fund may suffer a loss in value up to an amount equivalent to a total loss of the entire capital invested in the Shares in the Fund. Accordingly, potential investors should have adequate and sufficient liquidity to economically bear a total loss of their investment in the Fund. When deciding to invest in the advertised fund, the investor should also take into account the sustainability aspects regarding the characteristics or objectives of the advertised fund as set out in the prospectus. Sustainability-related disclosures of the fund can also be found at: https://fondsfinder.universal-investment.com/en/DE/Funds/DE000A1W9A36/downloads.