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.
|Investment style||value investing, stockpicking|
|Investment objective||greatest possible appreciation in value, risk adjusted|
|Equity universe||small to mid-cap German stocks|
|Fund manager (Lead)||Raik Hoffmann|
|Fund manager (Co)||Martin Wirth|
|Appropriation of earnings||distributing|
|Date of issue||20. Dezember 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 – 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