Competence

• 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

Implementation strength

• Proven concept based on fundamental equity analysis and long-term investment horizon
• No conflicts of interest, free in decisions
• Focused product offering

Transparency

• 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.

Long-term prospects

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.

Risk management

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.