Spotlight: Rotation impacting our portfolios
Reading time:10 MIN
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 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.
Matthias Born
Head of Investments and CIO Equities
