ALL CAP
FPM Funds Stockpicker Germany
All Cap
Broad positioning
SMALL/MID CAP
FPM Funds Stockpicker Germany
Small/Mid Cap
Specialty? Undervalued treasures
LADON
FPM Funds Ladon
Thematic fund: technologies
Value investing in small to mid-cap German stocks: 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 Small/Mid Cap we invest in small to mid-cap German stocks – yet with the benefit of the greatest possible independence thanks to our high degree of entrepreneurial freedom.
Fund information
Investment style | value investing, stockpicking |
Investment objective | highest possible increase in value, risk adjusted |
Equity universe | small to mid-cap German stocks |
Fund manager (Lead) | Raik Hoffmann |
Fund manager (Co) | Martin Wirth |
Benchmark | none |
Currency | Euro |
Appropriation of earnings | distributing |
ISIN | LU0207947044 |
Date of issue | December 20, 2004 |
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 mutual funds
Career:
- 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)
Factsheets
This information is produced and provided by our investment management company Universal-Investment-Gesellschaft mbH