Value investing in all segments of the Germany equity market: Focused. Disciplined. Independent.
As value investors we look for attractive undervalued companies with a promising business model whose management, competitive advantages and market position we can assess properly.
Our investment philosophy is as focused as our investment universe: we concentrate on the German equity market, which offers us plenty of investment opportunities.
We know this investment universe intimately: we deal with our target companies continuously, we follow them over a long period of time and we cultivate regular contact with the respective management teams.
We look for undervalued companies regardless of indices and benchmarks. For the FPM Funds Stockpicker All Cap we exploit the flexibility of all segments of the German equity market – yet with the benefit of the greatest possible independence thanks to our high degree of entrepreneurial freedom.
|Investment style||value investing, stockpicking|
|Investment objective||greatest possible appreciation in value, risk adjusted|
|Equity universe||all segments of German equities|
|Fund manager (Lead)||Martin Wirth|
|Fund manager (Co)||Raik Hoffmann|
|Appropriation of earnings||distributing|
|Date of issue||29 January 2001|
Experience in German equities: Since 1990
Responsibilities: Fund management, equity analysis and corporate management
Funds: FPM Funds Stockpicker Germany All Cap mutual fund
Institutional special mandate for a single family office
Awards: Numerous awards for the funds managed by him, also multiple personal awards from Sauren Fonds-Research AG, Citywire and others
- Portfolio manager at Credit Suisse (Deutschland) AG
- Equity analyst at Bank Julius Bär (Deutschland) AG
- Equity analyst at Credit Suisse First Boston
Graduate in business administration from the University of Cologne (Dipl.-Kaufmann)
This information is produced and provided by our investment management company Universal-Investment-Gesellschaft mbH.
Sales Prospectus 549 KB
Annual report 2022 (German) 907 KB