Until its conversion to a family office at the beginning of 2024, Keppler Asset Management was a boutique investment advisory firm based in New York specializing in translating classic value concepts into global equity strategies with a focus on conservative, long-term growth across a range of investment universes, including sector- and region-specific equities.
Read MoreThe active equity strategies we offered until the end of 2023 aimed to deliver superior long-term performance and control the risk of loss through a strong commitment to value. To do so, we employed extensive quantitative-fundamental research and our own innovative multi-factor models.
Prudence – Discipline – Patience
Investing for the long term
to take full advantage of
the power of compounding
• Active market selection
• Active stock selection
• Based on objective criteria
• Margin of safety
• Long-term approach
• Cost control / low turnover
• Risk measured using the Keppler Ratio
Keppler Asset Management was frequently mentioned as a well-respected value investment manager. This is a selection of articles and interviews with Michael Keppler featuring the firm and its activities.
Fund manager cross-examined: "The technology sector is extremely overvalued"
[in German]
… dedicated to delivering superior performance
through focused value investing,
