- Equity team with highly experienced portfolio managers
- Many years of capital market experience of all decision makers
- Benefit from the complete Berenberg expertise: economists, portfolio managers, quantitative and equity research
- Proven concept based on fundamental equity analysis and long-term investment horizon
- No conflicts of interest, free in decisions
- Focused product offering
- Detailed discussion and publication of our convictions
- High commitment of our portfolio managers who invest in their own funds
- Structured investment process and daily performance and risk monitoring
Fundamental equity analysis
We take an active approach to investments and work independently of benchmark indices. Our focus is on our proprietary research, supplemented by our contact with companies’ top management as well as external analysts and independent experts. High entry barriers, end markets with structural growth and excellent management teams are the decisive criteria for business models.
The long-term growth potential of equities is often underestimated. We exploit these inefficiencies by investing with a clear buy-and-hold strategy in companies with above-average rates of profitability and attractive reinvestment opportunities. Successful companies invest their profits into their own growth, and create a compound interest effect for their shareholders through a cautious long-term business policy.
The focus here is on implementing our investment approach in a disciplined and stringent manner, paying careful attention to risks that individual companies bring with them (including ESG risks), as well as risks at the overall portfolio level.
Large European technology and market leaders enjoy long-term, above-average growth thanks to continuous innovations and sound business models. Highly dynamic hidden champions often take the form of small- and medium-sized companies. With the all cap approach of our European equity funds, you can take advantage of all market segments.
A large number of companies are available for selection in the small and mid caps segment in Europe. At the same time smaller companies receive significantly less attention from external analysts. However, this segment is home to numerous hidden fast-growing global market leaders (known as hidden champions). You can profit from this with our second-tier equity funds.
The DAX represents only a fraction of the investment opportunities in Germany. Fast-growing hidden champions can be found in the second-tier segment in particular, thanks to globally leading products. With our Germany equity funds, you can rely on the strengths of the German economy.
We consistently invest in high-growth companies that make a positive contribution to tackling global challenges facing the environment and society. Smaller, very sustainable companies are often neglected and undervalued. You too can take advantage of this and get involved in this value creation process at an early stage.
Market-dominant technology leaders are on the road to success around the world and, thanks to constant innovation and stable business models, are growing permanently and above average. Furthermore, the small cap segment includes companies whose future prospects are not yet reflected in the share price. Join us in counting on the current and future winners on the stock market.