The Velten Strategy

Velten Strategie Welt is a multi-strategy fund for global stocks, which has been available since November 2023 at any bank (ISIN: DE000A3ERMM8) or broker. It is also tradable at the Hamburg Stock Exchange ("ETF" / lower cost version c: DE000A3ERML0) Every share of the Velten Strategie Welt Fund contains a basket of approximately 180 Stocks, which are systematically selected based on factors such as growth, value, momentum, profitability and stability. Built exclusively on the latest scientific research and backed by robust, evidence-based methodologies, the Velten Strategie Welt Fund offers a smart, disciplined approach to long-term wealth creation in global markets.

Velten Strategie Deutschland is a multi-strategy-fund for german stocks, which has been available since January 2017 at any bank (ISIN: DE000A2ATCU8) or broker. It is also tradable at the Hamburg Stock Exchange (“ETF” / lower cost Version c: DE000A2ATCV6) Every share of the Velten Strategie Deutschland Fund contains a basket of approximately 40 Stocks, which are systematically selected based on factors such as growth, value, momentum, profitability and stability, on an evidence base – similar to the Velten Strategie Welt.

Dr. Robert Velten is Founder and Managing Director of Velten Asset Management GmbH. After completing his studies in philosophy, sociology and economics at the University of Münster, he worked for several research institutes and served as a lecturer in economics and social sciences at EBZ Business School Bochum and FOM University of Applied Sciences. He is the author of scientific textbooks on international financial reporting and financial markets, as well as popular finance books such as Mehr als Reichtum and Kapitalstärke, both published by Wiley. As the initiator and advisor of the Velten Strategy Funds, he has received numerous distinctions, including the Refinitiv Lipper Fund Award. He is featured on the FORBES-list of the best fund advisors 2022 and is regarded by the German business newspaper Handelsblatt as one of Germany’s most renowned fund managers.

Would you like more details? Visit the German language page or contact us – we will be happy to help.

"Scientific methods and innovative approaches enable the selection of the best stocks."

Dr. Robert Velten
Managing Director

Phone: 0049 176 64649928
rv@velten-asset-management.com