Shareholder Value Management
Shareholder Value Management AG is a Frankfurt-based, manager-owned asset manager (founded 1999) offering four Frankfurter-branded equity funds and a UCITS-ETF built on its proprietary Modern Value investing philosophy, distributed via German financial advisors, foundations, and retail channels.
- Company typePrivate
- Founded1999
- HeadquartersFrankfurt, Germany
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Shareholder Value Management does
Shareholder Value Management AG is a privately held, manager-owned Frankfurt-based asset management firm founded in 1999 that offers a suite of four equity products under its proprietary 'Modern Value' investment philosophy — an evolution of classic Benjamin Graham value investing organized around four principles: economic moat (Wirtschaftlicher Burggraben), margin of safety (Sicherheitsmarge), business-owner perspective (Business-Owner-Prinzip), and Mr. Market psychology. The product lineup comprises three traditional equity funds (Frankfurter Long-Term Value Fund, Frankfurter Aktienfonds für Stiftungen, Frankfurter Value Focus Fund) and one UCITS-compliant exchange-traded fund (Frankfurter UCITS-ETF – Modern Value) launched in 2022, all integrating ESG criteria and favoring owner- or family-controlled companies with durable competitive advantages.
The firm operates as a contracted tied agent (vertraglich gebundener Vermittler) under the BaFin-registered liability umbrella of NFS Netfonds Financial Service GmbH, which authorizes its investment-advisory distribution within Germany. Its go-to-market is sales-led, executed through a network of German financial advisors, wealth managers, and fund platforms, supplemented by an extensive content-and-education apparatus — including Shareholder Value TV, the Frank Fischer column, the Heiko Böhmer investment blog, the Fondsgipfel-Akademie, and a multichannel social presence — that serves as a top-of-funnel demand-generation engine.
Revenue is generated through management fees on assets under management across the four funds (subscription/recurring model). The firm serves three primary customer segments: retail and high-net-worth individual investors seeking long-term equity value exposure; German foundations (Stiftungen) via the dedicated Aktienfonds für Stiftungen product; and financial advisors/wealth managers seeking differentiated, ESG-aligned fund solutions for client portfolios. The firm is small (11–50 employees), does not develop proprietary technology, has no AI/ML capability, and operates exclusively in the German market.
Shareholder Value Management firmographics
Firmographics- Name
- Shareholder Value Management
- Legal name
- Shareholder Value Management AG
- Website
- https://shareholdervalue.de
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Shareholder Value Management AG is a Frankfurt-based, manager-owned asset manager (founded 1999) offering four Frankfurter-branded equity funds and a UCITS-ETF built on its proprietary Modern Value investing philosophy, distributed via German financial advisors, foundations, and retail channels.
- Ownership category
- akta.pro rank
Shareholder Value Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Style Equity — Value (Active) (FSAAAIAH)
- akta.pro secondary industry
- Sustainable/ESG Equity (Active) (FSAAAIAM)
Keywords
Where Shareholder Value Management is headquartered
LocationHeadquarters
- HQ city
- Frankfurt
- HQ country
- Germany
- HQ region
- Europe
Offices1 record
Markets served
Shareholder Value Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fund Management Fees: The firm generates revenue through management fees charged on its investment funds — the Frankfurter Long-Term Value Fund, Frankfurter Aktienfonds für Stiftungen, Frankfurter Value Focus Fund, and Frankfurter UCITS-ETF Modern Value. Fees are calculated as a percentage of assets under management (AUM) and represent the primary revenue stream. The funds follow a transparent investment process incorporating ESG criteria.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
Shareholder Value Management product offering
Product offeringCore offering
Shareholder Value Management AG is a Frankfurt-based asset management firm that manages the Frankfurter family of investment funds using its proprietary "Modern Value" investment philosophy. The firm offers four distinct fund products — three actively managed equity funds (Frankfurter Long-Term Value Fund, Frankfurter Aktienfonds für Stiftungen, Frankfurter Value Focus Fund) and one UCITS-compliant ETF (Frankfurter UCITS-ETF - Modern Value) — investing in undervalued equities with a margin of safety, with a preference for owner- or family-controlled companies possessing durable economic moats and ESG criteria integration.
Product overview
Shareholder Value Management AG is a Frankfurt-based investment management firm offering a suite of four Frankfurter Fund products under its Modern Value investment philosophy. The product range includes three traditional equity funds (Frankfurter Long-Term Value Fund, Frankfurter Aktienfonds für Stiftungen, and Frankfurter Value Focus Fund) plus one UCITS-compliant ETF (Frankfurter UCITS-ETF - Modern Value). All products follow the proprietary Modern Value approach, which extends classic Benjamin Graham value investing with focus on economic moats, margin of safety, business-owner principles, and Mr. Market psychology. The funds invest in undervalued equities with ESG criteria and target long-term wealth preservation and growth, primarily for German institutional and retail investors.
Differentiator
Problem solved
Functional benefit
Brands
- Frankfurter Long-Term Value Fund: Value fund managed by Shareholder Value Management AG investing in undervalued stocks with a margin of safety
- Frankfurter Aktienfonds für Stiftungen
- Frankfurter Value Focus Fund
- Frankfurter UCITS-ETF - Modern Value
- Modern Value
Products and services
- Frankfurter Long-Term Value Fund A value-oriented equity fund that invests in undervalued companies with a margin of safety, following the Modern Value investment philosophy. Targets long-term capital growth for retail and high-net-worth individual investors.
- Frankfurter Aktienfonds für Stiftungen An equity fund specifically designed for charitable foundations (Stiftungen) in Germany, focusing on long-term capital preservation and growth while adhering to ESG criteria.
- Frankfurter Value Focus Fund A value-focused equity fund targeting undervalued companies with strong fundamentals, managed according to the Modern Value investment approach.
- Frankfurter UCITS-ETF - Modern Value A UCITS-compliant Exchange Traded Fund that replicates the Modern Value philosophy, containing the best investment ideas from the fund management team's research. Achieved 1st place in Morningstar's Aktien Global - Blend category shortly after launch.
Quantifiable outcome
- Frankfurter UCITS-ETF Modern Value achieved 1st place in Morningstar category 'Aktien Global - Blend' shortly after its launch, significantly outperforming all major benchmarks.
Companies that use Shareholder Value Management
Customer profileSegments3 records
Ideal customer profiles3 records
Shareholder Value Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Shareholder Value Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights4 records
Shareholder Value Management competitors and assessment
Company assessmentDirect peers
- Lupus alpha: Frankfurt-based independent German boutique running active equity and alternative strategies for institutional and advisor clients — comparable by scale, ownership structure, and active-equity product orientation.
- ETHENEA Independent Investors: German boutique asset manager (subsidiary of Mediolanum) running multi-asset and value-tilted equity strategies for European retail and advisor channels — overlapping with SVM's Modern Value / quality-value approach.
- Flossbach von Storch: Cologne-based, manager-owned German boutique asset manager running multiple actively managed equity funds with a quality/value tilt. Closest comparable by ownership structure, product mix, and German HNW/advisor distribution model.
- DJE Kapital AG: German boutique asset manager founded by Dr. Jens Ehrhardt, applying a long-term value/quality approach across equity funds and serving German retail and advisor channels — directly comparable in philosophy and target client base.
- ACATIS Investment: Frankfurt/Offenbach-based German value-oriented boutique offering equity funds (e.g., Acatis Value Event) to retail and advisor clients. Similar size, philosophy, and German distribution footprint as Shareholder Value Management.
Emerging players
- Baillie Gifford: Edinburgh-based active equity manager with a long-term, owner-mindset philosophy that resonates with SVM's Modern Value framing, though its flagship exposure is growth — useful as a benchmark for active-equity brand-building outside Germany.
Broad incumbents
- DWS Group: One of Germany's largest asset managers with broad active and passive equity offerings across global and ESG strategies — overlaps with SVM in German distribution and active equity but operates at vastly greater scale.
- M&G Investments: Large European/UK asset manager with active equity and multi-asset funds (including the Value/Income-style strategies). Comparable as a broad European active-equity competitor in advisor channels.
- Union Investment: German cooperative-bank-affiliated asset manager offering a broad fund range including ESG value products; competes with SVM in the same German advisor and retail channels but at much greater scale and distribution depth.
Regional players
- Oddo BHF Asset Management: Frankfurt-based asset manager within the Franco-German Oddo BHF group, offering active equity and ESG funds in German-speaking markets — geographically adjacent competitor with overlapping retail/advisor distribution.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Shareholder Value Management social profiles
Digital presenceShareholder Value Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Shareholder Value Management leadership team
Management profileNumber of profiles
Profiles7 records
Shareholder Value Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Shareholder Value Management M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Shareholder Value Management
What does Shareholder Value Management do?
Shareholder Value Management AG is a Frankfurt-based asset management firm that manages the Frankfurter family of investment funds using its proprietary "Modern Value" investment philosophy. The firm offers four distinct fund products — three actively managed equity funds (Frankfurter Long-Term Value Fund, Frankfurter Aktienfonds für Stiftungen, Frankfurter Value Focus Fund) and one UCITS-compliant ETF (Frankfurter UCITS-ETF - Modern Value) — investing in undervalued equities with a margin of safety, with a preference for owner- or family-controlled companies possessing durable economic moats and ESG criteria integration.
Is Shareholder Value Management a public or private company?
Shareholder Value Management is a private company. It is classified as management employee owned and is currently operating.
When was Shareholder Value Management founded?
Shareholder Value Management was founded in 1999. It employs 11 to 50 people.
Where is Shareholder Value Management based?
Shareholder Value Management is headquartered in Frankfurt, Germany, in the Europe region.
How does Shareholder Value Management make money?
One revenue line is on record: fund Management Fees.
Who are Shareholder Value Management's main competitors?
Direct peers on record are Lupus alpha, ETHENEA Independent Investors, Flossbach von Storch, DJE Kapital AG and ACATIS Investment. Baillie Gifford is listed as an emerging player. Broad incumbents are DWS Group, M&G Investments and Union Investment. Oddo BHF Asset Management is listed as a regional player.
Does Shareholder Value Management have an API?
No public API is recorded for Shareholder Value Management.
What industry is Shareholder Value Management in?
Shareholder Value Management's product category is Asset Management. Its primary akta.pro industry code is FSAAAIAH, Style Equity — Value (Active), with a secondary code of FSAAAIAM, Sustainable/ESG Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.