About us

More Value AG was established in 2010 to offer research services based on an innovative methodology which would deliver higher than average returns in the longer term. The company's stock selection methodology is characterized by its clear structure, its outstanding quality and high efficiency. The proprietary Conditional Value Investing methodology (CVI method) facilitates the ranking of complex equity universes, and is based on transparent rules and a stringent systematic approach.

Partners

Markus Töllke

25 years of experience in financial industry

Show details
2011 - presentInvestas AG, Berne, Head Fund Management (VIF)
2010 - presentMore Value AG, Freienbach
2008 - 2010FIDUKA-Depotverwaltung GmbH, Munich, CEO and CIO
2005 - 2007Merck Finck Invest AG, Munich, Deputy Head Asset Management
2002 - 2005Merck Finck & Co. - Privatbankiers -, Munich, Head Individual Wealth Management
1997 - 2002 Delbrück & Co. - Privatbankiers -, Cologne, portfolio manager
1988 - 1997Banking apprenticeship and vocational activities during studies in financial sector (i.e. Sal. Oppenheim jr. & Cie. AG & Co. KGaA)


Graduate in Business studies (Albertus Magnus University, Cologne, graduation with honors); bank business manager (Commerzbank AG); FIDUKA: award as one of best wealth managers in German speaking area („Elite Report“); Successful portfolio management of one of the earliest Emerging Markets equity funds in Europe (Morningstar *****)

Stefan Zumtaugwald

21 years of experience in financial industry

Show details
2013 - presentMore Value AG, Freienbach
2010 - 2012Credit Suisse Asset Management AG, Zurich, Global & European Head of Wholesale Distribution
2001 - 2010Lombard Odier & Cie., Zurich, Head Wholesale Distribution, Board Member LO Funds
1999 - 2001Bank Sarasin & Cie. AG, Zurich, set up of brokerage activities in France and Scandinavia
1993 - 1998UBS AG, Zurich, various management functions in Swiss Investment Banking


Economist, University of Berne; International Wealth Management Executive MBA (IWEMBA) Carnegie Mellon University and University of Geneva; Holder of various, international diploma of AZEK (CIIA, CIWM)