Our small and micro cap funds

For many years, Peter Kraus has been providing successful proof of his stock-picking skills for European stocks with a small market capitalization. He invests in hidden champions and companies with strong growth potential. Since October 2017, Peter Kraus has been applying his investment approach with a long-term gearing to Berenberg European Small Cap and Berenberg European Micro Cap.

 

Small caps and micro caps – the smallest listed companies – can be used to generate above-average returns. Over the long term, the performance of small caps is far superior to that of blue chips. What’s the reason for this? Smaller companies with innovative products often occupy leading positions on their niche markets. Companies in a very strong growth phase on their way toward becoming a blue chip are particularly interesting. From a structural perspective, the industry and technology sectors are of interest, among others. Investment opportunities stem for example from the following characteristics:

„You will be investing in successful niche players in a particularly attractive growth phase.“

Fondsmanager Peter Kraus

Your team

Your team

Berenberg boasts one of the most experienced portfolio management teams for German equities. This focused team is a decisive factor in the success of the active stock-picking process, which is based on fundamentals.
– Equities team with more than ten specialists
– Many years of experience and excellent track record
– Tried-and-tested concept
– Added value through specialised small and mid cap managers
– Access to top management of German and European companies

Your expert

Your expert

Peter Kraus has been heading up Berenberg’s Small -Cap team in equity fund management since October 2017. With many years of experience analysing second-tier stocks, he made a key contribution to the major success of the team for second-tier stocks at Allianz Global Investors from 2006 onward. As a fund manager, he was responsible for managing various European Small and Mid-Cap funds and for acquiring and taking care of significant international institutional clients.

Investment strategy

Berenberg European Small Cap is an actively managed equities fund. The fund management team chooses from a broad investment universe comprising more than 5,000 stocks. Stocks are selected bottom up by means of a detailed analysis of fundamental corporate data, rigorous stock-picking and close contact with companies’ top management. The focus is on European high-growth small and mid-cap second-tier stocks with a market capitalisation of between 1 billion Euro and 5 billion Euros. Only the stocks with the best prospects are included in the portfolio. For investors wishing to invest in the smallest listed companies, Berenberg European Micro Cap is the perfect choice.
The following chart shows the selection process for Berenberg European Small Cap.

Berenberg European Small Cap

 Private investor
Unit class R
Institutional investor
Unit class I
WKNA2DVQDA2DVQE
ISINLU1637619120LU1637619393
Launch date02. October 201702. October 2017
Use of earningsaccumulativeaccumulative
Minimum initial investmentnone500,000 Euro

 

 

 

 

 

 

For detailed information on our small or micro caps fund, please visit our funds page.

Berenberg European Small Cap
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

Berenberg European Micro Cap

 Private investor
Unit class R
Institutional investor
Unit class I
WKNA2DVQAA2DVQB
ISINLU1637618742LU1637618825
Launch date02. October 201702. October 2017
Use of earningsaccumulativeaccumulative
Minimum initial investmentnone500,000 Euro

 

 

 

 

 

 

 

For detailed information on our small or micro caps fund, please visit our funds page.

Berenberg European Micro Cap
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

Interested in our small caps or micro caps fund?

Just give us a call. Of course you can also contact your Berenberg advisor or your own bank advisor, stating the name of the fund and the securities ID or ISIN code.

Berenberg European Small Cap
Private investor | Unit class R
WKN A2DVQD / ISIN LU1637619120

Institutional investor | Unit class I
WKN A2DVQE / ISIN LU1637619393

Berenberg European Micro Cap
Private investor | Unit class R
WKN A2DVQA / ISIN LU1637618742

Institutional investor | Unit class I
WKN A2DVQB / ISIN LU1637618825

For detailed information on our small and mid caps funds, please visit our funds page.

Fonds kaufen
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
  • High return potential of stocks over the long term
     
  • Outperformance of growth stocks
     
  • Additional alpha opportunities based on our stock picking abilities
Opportunities
Sabrina Bendel
Telephone: + 49 69 91 30 90-242
  • Market-, sector and company specific price volatility
  • The value of the fund´s shares may fall below the price at which the client originally bought them
     
  • Underperformance of small cap stocks
     
  • No guarantee of success in stock picking
Risks
Sabrina Bendel
Telephone: + 49 69 91 30 90-242

This information is a marketing communication. It does not constitute an investment strategy recommendation within the meaning of section 3 para. 1 No. 34 of EU Regulation No. 596/2014 nor an investment recommendation within the meaning of section 3 para. 1 No. 35 of EU Regulation No. 596/2014, each read in conjunction with section 85 Absatz para. 1 WpHG. As a marketing communication this information does not meet all legal requirements to warrant the objectivity of investment recommendations and investment strategy recommendations and is not subject to the ban on trading prior to the publication of investment recommendations and investment strategy recommendations. This information is meant to give you an opportunity to get an idea of a certain investment. However, it is not a substitute for legal, tax or individual financial advice. Your investment objectives as well as your personal and financial situation have not been considered either. We therefore expressly point out that this information does not constitute personal investment advice. The information has not been revised by an independent audit firm nor any other independent expert. At any rate, you should take an investment decision on the basis of the selling informations (key investor information information, selling prospectus, current annual and possibly semi-annual report). These contain detailed information regarding the opportunities and risks associated with the fund. The selling informations in German can be requested free of charge from Joh. Berenberg, Gossler & Co. KG (Berenberg), Neuer Jungfernstieg 20, 20354 Hamburg, Germany and are available at the internet address www.berenberg.de/fonds. The statements made in this information are based on either own or generally accessible sources of third-party content and take into account the status quo at the time this information was drawn up. Subsequent changes cannot be considered. Due to the lapse of time and/or owing to changes in legislation, political, economic or other changes, some of the information may turn out to be no longer correct. We do not commit to pointing out such changes and/or to drawing up an updated information. We would like to point out that past perfomances, simulations or estimates are no reliable indicator for future performance and that fees may be charged for the administration of the safe custody account, which will lower the performance. For an explanation of related technical terms, please see the online glossary at www.berenberg.de/en/glossary.

Important notes
Sabrina Bendel
Telephone: + 49 69 91 30 90-242