Spotlight: Rotation impacting our portfolios

Due to the recent movements in markets and the rotation which affected our short term fund performance we have been analysing the situation and summarized our views.

The Spotlight is valid for all our equity funds, while we refer to the Berenberg European Focus Fund or Berenberg Global Focus Fund in some instances.

Read our detailed Spotlight analysis here



Author

Matthias Born

Matthias Born is the head of Berenberg's equity fund management since 2017 and is also Head of Investments at Germany's oldest private bank since 2019. He is responsible for the investment platform in the Wealth & Asset Management division and in his Equities role he built up a team of specialists for European and Global Equities, with strong expertise in the Small Caps segment. The growth-oriented equity funds Berenberg European Focus Fund and Berenberg Eurozone Focus Fund are under his leadership and have clearly outperformed the benchmark since their launch. 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. He has grown two very successful equity franchises over the 16 years at AGI. Matthias Born has an excellent track record over almost two decades in these segments and has received several awards for his outstanding and consistent performance. He studied at the University of Wuerzburg and holds a degree in Business Administration.

Head of Investments and CIO Equities