Company philosophy
ACATIS Investment KVG mbH, with headquarters in Frankfurt am Main, Germany, is an independent fund boutique. The company specializes in “value investing” based on the model of Benjamin Graham and Warren Buffett. ACATIS was established in Germany in 1994. It has been represented with a branch in Switzerland since 2007. ACATIS is independent and is completely free of allegiances of any kind as a result of group affiliations. The team is small and is focused on the core competence of investing. All support functions are performed by external partners. This focus has produced successful results.
The ACATIS product portfolio includes value-based equity, balanced and bond funds as well as mandates. The flagship fund ACATIS Aktien Global Fonds was launched in 1997.
The ACATIS approach is calm and well considered, underpinned by in-depth statistical and mathematical analysis based on scientific research. Our IT subsidiary, ACATIS Research GmbH in Bochum, supports us with specially tailored, Internet-based research modules. We do not base our stock-picking decisions on gut feeling. Our portfolios are focused and characterised by long holding periods.
In the investment industry, ACATIS is also one of the pioneers in the use of artificial intelligence (AI). ACATIS has been conducting research in this area since 2014 in order to utilise it in portfolio management. The first practical application of artificial intelligence at ACATIS took place in 2016.
Sustainability is a major concern for ACATIS, both at company level and when investing. ACATIS offers several investment funds under Article 8 and two strict sustainability funds under Article 9 of the EU Disclosure Regulation. For 2026 both Article 9 funds received the highest award of the FNG seal with three out of three stars. The independent sustainability seal of the Forum Nachhaltige Geldanlagen (FNG) can provide guidance for investors who value social and environmental aspects as well as financial criteria in their investments. In 2022, ACATIS was recognised as the most sustainable investment boutique by the magazine €uro and Mountain View for the second time in a row.