Unlike benchmark- and product-driven approaches, the Wilhelminen Investment Office focuses on a clear investment philosophy: value investing in the tradition of Benjamin Graham and Warren Buffett.
The Wilhelminen Value Fund is designed for families and professional investors who seek to build and preserve wealth over the long term, with discipline, analytical depth and patience.
Capital allocation in the value approach
The aim of the Wilhelminen Investment Office is to build and preserve wealth on this basis, over long periods of time. Not for quarters, but for decades.
01
At the centre
At the core stands the careful selection of exceptional value managers. The yardstick is not prominence but substance: a track record proven consistently over many years, disciplined processes and a firmly anchored value philosophy.
02
Distinct schools
Value is not a style but a discipline. Within it, distinct schools have evolved over time: Deep Value, Quality Value, Opportunistic Value, Macro Value and Credit Value.
