In the long term, fundamental developments are the most influential factors
I can look back upon 25 years of experience in the financial industry, first as an analyst and for the last 20 years as a fund manager. My main focus is on European companies. My work is characterised by intensive fundamental analysis, direct business contacts and an eye on macro-economic factors – qualities which enable me to contribute to the positive development of CONVERTINVEST funds.
Convertible bonds are extremely exciting investment instruments, offering investors an attractive pay-out profile with numerous benefits compared with pure share or bond portfolios. I am pleased to be part of this motivated and highly specialised team.
Convertible bonds offer global opportunities
Achieving success for our clients in this international environment is predicated on finding these opportunities through selection expertise gathered over many years and using the appropriate network for implementation. I have been analysing convertible bonds for more than 20 years and during this time have been responsible for a wide range of convertible bond strategies, predominantly in the institutional sector. Portfolio construction that best meets investors’ expectations is also key.
I have never lost my fascination with and firm belief in the convertible bond as an investment instrument. I would like to share this with you.
Opportunities in Fund Management
The Financial Markets never stand still. Macroeconomics and Convertible Bonds represent an exciting environment and have direct influence on corporates and their Convertible Bonds. This field of tension has fascinated me ever since, as it offers a multitude of opportunities and opens-up exceptional possibilities within the management of investment funds. I have a strong affinity to mathematical models as well as financial products which I combine in detailed analyses for the management of our investment funds, thereby making the constantly changing environment tangible.
Marrying economic rationale and data-based evidence to create investor value
I develop long-term investment strategies that rest on two pillars: Firstly, solid grounding in economic and/or behavioral rationale. Secondly, verification of the strategies by sufficiently large data sets. The strategies cover a broad range of topics and make use of macroeconomic and fundamental data as well as empirical market phenomena and machine learning. In addition, my focus on automating processes facilitates and speeds-up daily routine, maximizing time and efficiency for investment analysis.
Precision is a must
Risk management is an integral internal part of the investment process. Based on suitable reporting our systems identify, measure, quantify, limit and report on all relevant risks.
Within the Portfolio Management team I am responsible for preparing quantitative analyses specific to convertible bonds, which help to optimise the portfolio. I am also responsible for continuously monitoring and optimising at portfolio level the internal guidelines which exceed statutory requirements, and for carrying out pre-trade adequacy checks.
Ensuring smooth processes for Portfolio & Risk Management
As assistant for the Portfolio Management Team, I help with the identification of risks, completion of trades and communication with custodians and brokers. As the significance of Corporate Social Responsibility increases steadily, I participate in the various ESG-related tasks. I have a passion for combining the theoretical knowledge of my bachelor’s degree with my professional practice – which in turn enhances my extra-occupational work for my master’s degree.
I greatly enjoy working for CONVERTINVEST where I get the opportunity to put theory to practice and at the same time provide active support to the Team.
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