Asset classes


More about our Equity Funds

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 is quality growth; in other words, investments in high-quality companies of all sizes that consistently deliver high returns on equity and sustainable growth rates over long periods, largely independent of macroeconomic developments.

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 “growth/quality” investment approach
    • Concentrated portfolios
    • Combination of economic and ecological investment objectives
  • Strict philosophy

    • Active management independent of benchmarks
    • Disciplined buy-and-hold strategy
    • Berenberg ESG no-go criteria and proprietary ESG analyses
    • Engagement and dialogue with companies on ESG topics
  • Investment focus

    • Quality businesses that stand out for their fast, organic growth, robust balance sheets, above-average profitability and strong competitive position
    • Structural long-term growth drivers

Our equity strategies are supported by the positive long-terms effects of compounding: fast growing companies reinvest their cashflows in the business and thus deliver high, stable long-term returns.

Matthias Born, Head of Investments & CIO Equities

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.

European Equities

Large European technology and market leaders achieve lasting, above-average growth thanks to continuous innovation and sound business models. Hidden champions with high growth rates are often found among mid-market companies.

Small Cap Equities

There are many companies to choose from in the small-cap segment. At the same time smaller companies receive significantly less attention from external analysts. However, this segment contains many little-known global market leaders with above-average growth rates.

German Equities

The DAX only represents a fraction of the investment opportunities in Germany. Fast-growing hidden champions can be found in the small-cap segment in particular, thanks to globally leading products and above-average growth.

Impact focused Equities

We focus on worldwide businesses whose products and services make a positive contribution to solving global challenges and can demonstrate high, profitable growth. Smaller companies which are more sustainable are often neglected and undervalued.

Global Equities

Global leaders that dominate their markets are successful across the world and offer sustainable, above-average growth thanks to permanent innovation and stable business models. Furthermore, the small and mid cap segment offer interesting opportunities.
ESG investments

Sustainability as the starting point for our investment decisions

Learn more

Your contacts

Sabrina Bendel
Head of Product Specialists Equities
Phone +49 69 91 30 90-242
Selin Ceylan
Product Specialist Equities
Phone +49 69 91 30 90-472

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.