Benedikt Baumann is the founder and portfolio manager of Baumann Capital, bringing extensive experience from the investment management industry across Frankfurt, Zurich, and London. He previously worked at a prestigious single family office with a long-term value investing strategy and as an analyst and associate at UBS in their #1 ranked Autos & Suppliers equity research team. Prior to founding Baumann Capital, he also served as a Senior Equity Analyst at TGI Holdings. Baumann holds a Bachelor's degree from Frankfurt School of Finance & Management and has studied at Columbia University and the University of Pennsylvania's Wharton School. His background combines deep sector expertise from equity research with practical investment management experience from family office operations.

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Baumann Capital operates as a primary research-intensive, value-oriented equity fund with a business ownership mentality for the long-term. The firm's mission is Building Generational Wealth Through Fieldwork, aiming to compound capital at returns exceeding the broader Global Equity Markets over a full market cycle. The investment approach follows the direction of march: Deep research. Concentration. Patience. Portfolio holdings undergo rigorous due diligence driven by first-hand insights from conversations with customers, competitors, suppliers, former employees, and industry experts, often gathered at sector-specific trade shows. The typical portfolio consists of high-quality companies that have been vetted through our rigorous due diligence process. The fund invests at least 51% of its assets in equities selected through primary research analysis, reflecting a conviction-based investment style focused on thorough understanding of individual companies rather than broad diversification.

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