The rules and principles of our value investment style can also be applied to asset classes other than equities.
With the FPM Funds Ladon we accordingly invest flexibly and opportunistically in a variety of asset classes such as equities, bonds and other instruments. If we do not consider their risk-opportunity profile to be promising enough, we also have the option of holding cash.
In this respect, our focus is on German and European stocks.
That makes the FPM Funds Ladon suitable for investors wishing to delegate the decisions on stock selection and market timing to an active asset manager.
|Investment style||wealth managing value investing, stockpicking|
|Investment objective||greatest possible appreciation, risk adjusted|
|Equity universe||the overall universe of German and European listed assets|
|Fund manager (Lead)||Raik Hoffmann|
|Fund manager (Co)||Martin Wirth|
|Appropriation of earnings||distributing|
|Date of issue||12 March 2014 as FPM Funds Ladon – European Value (from 7 November 2005 till then as FPM Funds Stockpicker Germany Large Cap)|
Experience in German equities: Since 1997
Responsibilities: Fund management, equity analysis and corporate management
Funds: FPM Funds Stockpicker Germany Small/Mid Cap & FPM Funds Ladon – European Value mutual funds, institutional special mandate of Sycomore Asset Management, Paris
- 15 years at DWS Investment GmbH – managing the DWS German Small/Mid Cap fund, as a member of the European small/mid cap team of DWS and the DWS macroeconomics team and responsible for risk scenarios
Graduate in business administration from the University of Leipzig (Dipl.-Kaufmann)
This information is produced and provided by our investment management company Universal-Investment-Gesellschaft mbH.