Consistently active
Berenberg offers equity funds with compelling track records and top ratings. A specialised team of experienced portfolio managers is dedicated to making long-term, carefully considered investments in companies on the basis of in-depth analysis and ongoing discussions with senior company management.
At the heart of this focused approach are high-quality companies of all sizes: high and rising returns on capital, strong free cash flow and attractive earnings growth – across all sectors.
Our continuity and consistency in fund management have achieved numerous awards. The rating agency Refinitiv Lipper voted us Europe’s best equity fund manager 2021 in the category “small asset managers”.
Our approach to equity fund management
Berenberg’s equities competence
- Outstanding expertise on companies in every market capitalisation segment
- Proven investment approach: quality and growth
- Concentrated portfolios
Strict philosophy
- Active management independent of benchmarks
- Long-term in orientation – flexible through the cycle
- Governance as an integral part of our quality assessment
Investment focus
- Quality businesses that stand out for their organic growth, robust balance sheets, above-average profitability and strong competitive position
- Long-term, company-specific growth drivers
Our strategic focus areas
Our broad range of strategies offers you the right investment solution and several choices in regard to the structure: In addition to our mutual funds, we implement our strategies in the form of professional asset management mandates and customised funds for institutional investors.
ESG investments as the starting point for our investment decisions
ESG integration can differ significantly from one asset class to another for a variety of reasons such as the availability, type and quality of data as well as the current methodological approaches and market conditions.
Your contact
Leonie Gregel
Leonie Gregel has been Product Specialist for the discretionary Equity Portfolio Management team since January 2023. She started her career in the Berenberg International Graduate Program with assignments in Asset Management and Wealth Management. Leonie Gregel holds a Bachelor of Science in International Management from the Frankfurt School of Finance & Management.
Important notice: Investing involves risk. The value of investments and the income derived therefrom may fall as well as rise and investors may get back less than the amount invested. Past performance is not an indicator of future returns.