The mood of observers about Germany's situation currently fluctuates between
doom and gloom and excessive admiration. Even if many have already predicted Germany's demise due to the problems in the automotive industry, there have recently been increasing signs that Germany is coping better with the current corona crisis than many other countries in the Western hemisphere. However, the reason for this lies neither in a positive nor a negative view, but rather in the basic characteristics of the country: Germany is a stable, slow-growing but at the same time successful country. This stability is based primarily on two pillars: The large number of highly specialized and flexible medium-sized companies and the decentralized economic and political system. These factors are often overlooked when the focus is only on the country's export rates or its dependence on individual manufacturing sectors such as the automotive industry.
Andreas Strobl has been Portfolio Manager at Berenberg since November 2016. He began his professional career in 2002 as a Sell-Side Analyst at BayernLB in Munich. In 2006 he switched to Allianz Se (Aequitas GmbH) as Senior Investment Manager. There, he managed European equity investments within the framework of a fundamental investment approach, particularly in the areas of finance, real estate and media. Andreas Strobl joined Allianz Global Investors in Frankfurt in 2015 as a Senior Portfolio Manager, where he was responsible for the management and development of various European small/mid cap equity portfolios. He studied business administration at the LMU in Munich. In 2005, he completed the CIIA (Certified International Investment Analyst) and CEFA (Certified European Financial Analyst) training as the best in his class.
Sebastian Leigh has been Portfolio Manager at Berenberg since October 2017. Previously, he spent 3 years as an Associate in the Assurance division of EY, with a primary focus on automotive and healthcare companies. He studied Accounting and Finance at the University of Kent. He has also passed the CFA Level I exam.
Suitable investment solutions
The DAX represents only a fraction of the investment opportunities in Germany. Especially in the small-cap segment, fast-growing hidden champions can be found thanks to globally leading products. With our German equity funds, you can participate on the strengths of the German economy.