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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

FPM Funds Stockpicker Germany

SMALL/MID CAP

ISIN: LU0207947044

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

Fund manager

Raik Hoffmann, CFA

Member of the Board

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

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