Growth made in Europe
Large European technology and market leaders enjoy long-term, above-average growth thanks to continuous innovation 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.
At the core of this focused approach is Quality Growth, i.e. companies of all sizes that impress with high returns on equity and sustainable growth rates over long periods of time - and that are relatively independent of economic growth.
The two funds managed by Matthias Born - Berenberg European Focus Fund and Berenberg Eurozone Focus Fund - consistently benefit from structural growth trends.
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.
Berenberg European Focus Fund R A
Berenberg Eurozone Focus Fund R A
If you go dig deeper, you can find companies of all sizes that are innovative, have unique business models and dynamic growth profiles. We have identified these companies mainly in the technology, healthcare and consumer sectors – but also in industrial goods and services.
The large companies in the portfolios offer strong and often less volatile growth. They are the anchor of the fund. Medium-sized companies and especially the "hidden champions" often receive less attention from investors - wrongly so, because they demonstrate very dynamic and sustainable growth trajectories.
Sabrina Bendel has been Product Specialist for the discretionary Equity Portfolio Management team since April 2017. Before joining Berenberg, she worked in the Asset Management division of Deutsche Bank Group (DWS) since 2014. There, she was responsible for European and German Equity Funds as a Product Specialist. Sabrina Bendel holds a Bachelor of Science in Economics and Business Administration from the University of Hohenheim.