Our investment philosophy and what our portfolios look like
Reading time:20 MIN
Frequently asked questions about our approach:
- Why long-term investing?
- What is a quality company?
- What kind of growth do we target?
- Why is a low debt burden important?
- How do we look at management teams?
- How do we engage with management?
- How are ESG factors integrated?
- What is important when looking at valuation?
- How do we construct our portfolios?
- How do we think about risk?
- Why do we invest across the entire market cap range?
- How do we work?
Authors
Matthias Born
Matthias Born has been CIO Equities since 2017 and Head of Investments of Wealth and Asset Management since 2019. He started his career in 2001 at Allianz Global Investors (AGI), where he managed portfolios for European Small Caps, European growth stocks and German equities from 2002 to 2017. In his 16 years at AGI, he has built two very successful equity franchises and was responsible for client assets in the double-digit billions. Matthias Born has an excellent track record over two decades and received several awards for his outstanding and consistent performance. He studied at the University of Wuerzburg and holds a degree in Business Administration.
Matthias Born
Head of Investments and CIO Equities
Kay Eichhorn-Schott
Kay Eichhorn-Schott has been a Portfolio Manager at Berenberg since October 2017. Kay started his career in the Berenberg International Graduate Program in October 2015 and joined the Wealth and Asset Management division in London after completing the program. He holds a Master of Science in Finance and studied at EBS Business School, University of Bath and Texas A&M University. Kay Eichhorn-Schott is a CFA Charterholder.
Kay Eichhorn-Schott
Portfolio Manager
Suitable investment solutions
Equities
We offer funds with convincing track records and top ratings. All of our equity investments are based on comprehensive analyses and close interaction with members of these companies’ top management. In doing so, we consider ESG issues to be an essential part of our approach.
Fundname
ISIN | WKN:
Performance
1 year
Volatility
1 year
NAV
Berenberg Global Focus Fund R A
LU1900076933 | A2N73B
Date: 19.11.2024
ISIN: LU1900076933
WKN: A2N73B
Performance 1 year: 19.79%
Volatility 1 year: 12.57%
NAV: 183.20 EUR
Berenberg Sustainable World Equities R A
LU1878855581 | A2N6AL
Date: 19.11.2024
ISIN: LU1878855581
WKN: A2N6AL
Performance 1 year: 15.00%
Volatility 1 year: 11.76%
NAV: 156.58 EUR
Berenberg Aktien Global Plus R A
DE000A0MWKG3 | A0MWKG
Date: 19.11.2024
ISIN: DE000A0MWKG3
WKN: A0MWKG
Performance 1 year: 17.00%
Volatility 1 year: 9.84%
NAV: 77.51 EUR
Berenberg Aktien Global Plus R D
DE000A0RC5G8 | A0RC5G
Date: 19.11.2024
ISIN: DE000A0RC5G8
WKN: A0RC5G
Performance 1 year: 17.00%
Volatility 1 year: 9.84%
NAV: 111.25 EUR
Berenberg European Focus Fund R A
LU1637618155 | A2DVP7
Date: 19.11.2024
ISIN: LU1637618155
WKN: A2DVP7
Performance 1 year: 1.55%
Volatility 1 year: 14.56%
NAV: 138.53 EUR
Berenberg Eurozone Focus Fund R A
LU1637618403 | A2DVQG
Date: 19.11.2024
ISIN: LU1637618403
WKN: A2DVQG
Performance 1 year: -3.98%
Volatility 1 year: 14.95%
NAV: 119.08 EUR
Berenberg Aktien Mittelstand R A
DE000A14XN59 | A14XN5
Date: 19.11.2024
ISIN: DE000A14XN59
WKN: A14XN5
Performance 1 year: -9.08%
Volatility 1 year: 14.77%
NAV: 121.78 EUR
Berenberg Aktien Deutschland R A
LU0146485932 | 542188
Date: 19.11.2024
ISIN: LU0146485932
WKN: 542188
Performance 1 year: 0.10%
Volatility 1 year: 12.68%
NAV: 86.83 EUR
Berenberg European Micro Cap R
LU1637618742 | A2DVQA
Date: 19.11.2024
ISIN: LU1637618742
WKN: A2DVQA
Performance 1 year: 3.90%
Volatility 1 year: 12.15%
NAV: 132.74 EUR
Berenberg European Small Cap R A
LU1637619120 | A2DVQD
Date: 19.11.2024
ISIN: LU1637619120
WKN: A2DVQD
Performance 1 year: 5.36%
Volatility 1 year: 15.88%
NAV: 136.48 EUR
Berenberg European Small Cap R CF A
LU2459037235 | A3DHL6
Date: 19.11.2024
ISIN: LU2459037235
WKN: A3DHL6
Performance 1 year: 6.33%
Volatility 1 year: 15.82%
NAV: 81.86 EUR
