ZINTELLIGENCE

Generational Wealth:

Delivering consistent absolute returns to our investors regardless of the market environment is our primary objective. The underpinnings of growing generational wealth is rigorous analysis, methodical risk management, and an unwavering pursuit of excellence. Trust, integrity, and high-performing investment strategies are the cornerstones of our long-lasting client relationships.

Our Expertise:

At ZIntelligence, we combine individual company fundamental analysis with a thorough assessment of macroeconomics, market technical & timing, politics, and policy. Portfolios that strike a balance between excellent returns and resilience are the result of being active across all liquid asset classes. Our investment process is based on a variety of viewpoints, knowledge, and experiences, but it is also driven by analytical accuracy, morality and responsible thinking. Our core values, carried out by our people—who are our most valuable asset and whom we value for their talent, dedication, and ambition—are what keep us going and help us succeed in the market.

Experience:

Our investment and risk management procedures now have resilience and flexibility thanks to our 30-year history of analysis and applying strategy to cyclical and secular market shifts.

Consistency:

Our commitment to industry best practices and well-established infrastructure strengthen our investing expertise. We continue inculcate a constant 360 degrees of observation and encourage the ongoing process improvement required to produce reliable performance.

Sustainability:

We believe in sustainable investing practices. We have committed resources working to make sure that our portfolios are aware of environmental, social, and governance (ESG) factors as well as all the opportunities that arise in order to build on our long-term success. Our ability to serve clients is directly and significantly impacted by the environment in which our employees work.

Be Curious:

Intellectual flexibility fosters innovation and continuous improvement.

Make an Impact:

Ownership of ideas and actions is encouraged to bring about positive change.

Diversity:

Diversity of thought and experience aids in better investment decisions.

Corporate Responsibility:

In addition to the environment and communities in which we work, we commit to having a positive impact on the lives of both our clients and employees.

Community Investment:

  • Our DNA is infused with a belief in the value of education.
  • Giving someone the chance to become one of our best investments has the potential to empower and uplift both the individual and their community.
  • An investment in knowledge pays the best interest.
Tourist taking photo of a building
Windows of a building in Nuremberg, Germany

Sustainable Investing:

  • We support a firm-wide commitment to addressing the pressing issues that our planet and people are facing.
  • We improve our capacity to safeguard and expand the capital of our clients by incorporating green & sustainability factors into our investment process.
  • The greatest threat to our planet is the belief that someone else will save it.

“Someone’s sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffet

Berkshire Hathaway

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