Spinoza Capital

Funds
Our Funds
Building wealth and generating attractive returns.
All Funds
Spinoza Global Assets Strategy Fund
Global debt and equity fund with systematic asset class allocation.
Spinoza Global Quant Value Fund
Quantitative equity fund with dynamic variation of equity quota.
Spinoza Euro Assets Strategy Fund
European debt and equity fund with systematic asset class allocation.
Spinoza Entrepreneur Fund
Equity fund with a particular focus on entrepreneurially managed companies.
Wealth Management
Wealth Management
Our private wealth management practice aims to preserve and grow our clients’ assets. We are focused on generating attractive long-term returns.
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Vermögen langfristig mehren und nachhaltige Renditen erwirtschaften.
Private Wealth Management
Our private wealth management practice is focused on the professional management of our clients’ assets.
Family Office
The Spinoza family office aims to preserve and grow the assets of entrepreneurial families.
Insights
About us
About us
Spinoza Capital was founded in 2013 to manage the wealth of high-net-worth individuals, families and institutional investors.
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The Company
Building wealth and generating attractive returns.
Investment Approach
Building wealth and generating attractive returns.
Careers
Interested in joining Spinoza Capital?
Management
Experienced management team with many years of capital market and investment experience.
Awards
Recognition by renowned, independent research providers.
Contact
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We are honoured by the
recognition from renowned research providers.

AWARDS

Independent

Recognition by renowned research providers

Spinoza Capital wins LSEG Lipper Fund Award 2024

Our Spinoza Euro Assets Strategy Fund has been awarded the prestigious LSEG Lipper Fund Award 2024. In its category "Mixed Asset EUR Flex - Europe", the Spinoza Euro Assets Strategy Fund achieved first place in the 3-year ranking in Germany.

Commenting on the award, Tom Rosen, Principal, Lipper Global Research, LSEG Lipper, said: “The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, a war, skyrocketing inflation and dramatic central bank intervention. We applaud the 2024 LSEG Lipper Fund Award winners such as Spinoza Capital for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”

For more than 30 years, the highly-respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top-funds. The merit of the winners is based on entirely objective, quantitative criteria.

Spinoza Capital awarded “Top Fund Boutique” 2024 in Germany with the highest rating of five stars

For the second time, the business magazine Capital and the Institut für Vermögensaufbau (IVA) have named Germany's top fund boutiques. For this purpose, 220 fund providers were selected and assessed on the basis of objective criteria in the areas of product quality, management quality and service quality.

Top Fondsboutiquen 5 Sterne Spinoza Capital achieved the highest rating of five stars and was thus recognised as Germany's “Top Fund Boutique”. We are particularly pleased that Spinoza Capital has been awarded the highest rating of five stars by Capital for the second time in a row.

The full study can be found in the November 2024 issue of Capital.

Spinoza Capital wins Refinitiv Lipper Fund Award 2023

Our Spinoza Euro Assets Strategy Fund was awarded best fund over 5 years in Germany in its category Mixed Asset EUR Flex - Europe. For more than three decades, Refinitiv Lipper Fund Awards have recognized funds and fund management firms for their consistently strong risk-adjusted performance relative to their peers.

Based on Lipper's quantitative, proprietary methodology, the awards reflect a truly independent and uncompromised assessment of fund performance. Refinitiv Lipper is part of Thomson Reuters and a company of the London Stock Exchange. Robert Jenkins, Head of Research at Refinitiv Lipper, said: "We applaud the 2023 Refinitiv Lipper Fund Award winners, such as Spinoza Capital, for delivering outperformance and the accompanying comfort of consistency to investors' portfolios through a crosscurrent of global economic disruption."

Spinoza Capital named “Top Fund Boutique” 2023 in Germany

For the first time, the renowned magazine Capital and the Munich-based Institute for Asset Management (IVA) have named Germany's top fund boutiques. For this purpose, 179 providers were selected and evaluated on the basis of objective and transparent criteria.

Spinoza Capital achieved the highest rating of five stars and is therefore recognised as Germany's "Top Fund Boutique". We are particularly pleased that Spinoza Capital achieved the highest score (48.5 out of 50) of all the fund managers analysed in what we consider to be the most important criterion, "fund quality" (i.e. fund return and alpha generation).

You can find the full study in the November 2023 issue of Capital.

Disclaimer

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.