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Portafoglio azionario a gestione attiva che investe in società tedesche. Impegni principalmente in valori standard tedeschi, integrati con interessanti small e mid cap (fino al 15%). Selezione dei titoli in base ai fondamentali aziendali, alla qualità del management e alle prospettive di crescita delle società.
Nome | Titolo | Dal | Fino a |
---|---|---|---|
Reiner Huebner | - | 2022 | Adesso |
Deltlev Kleis | - | 2016 | Adesso |
Biografia | Detlev Kleis leads the Fixed Income / Global Investment Solutions-Team of UBS Asset Management (Deutschland) GmbH. In this role he is responsible for the management of fixed income and balanced funds and he is also a member of the Euro Fixed Income Strategy team. Before joining UBS, Detlev Kleis worked for Allianz Dresdner Asset Management (dit/dbi). As a Quantitative Analyst and Portfolio Manager, he was in charge of numerous fixed income and portfolio insurance assignments. In addition, he worked in research within the fields of strategic asset allocation and asset liability management. Detlev took up his position at UBS Asset Management (Deutschland) GmbH in April 2002. | ||
Joerg Philipsen | - | 2016 | Adesso |
Biografia | Jörg Philipsen is a member of the Pan European Small and Mid Cap team, based in Zurich. He is responsible for managing the UBS (Lux) Equity SICAV – German High Dividend Fund (launched mid 2012). In 2015 he took over responsibilities in the Pan European Small and Mid Cap team as portfolio manager and sector specialist for financials, real estate and utilities. Jörg joined UBS Global Asset Management’s Graduate Trainee Program in January 2005 working within the Pan European Small and Mid Cap team. Following the 18 month program he joined the Thematic Equity Team, where he managed the UBS (Lux) Equity Fund – Financials Services for the following 3 years and the UBS (Lux) Equity Fund – Communications between July 2009 and September 2012. In addition, Jörg was responsible for managing the UBS (Lux) Equity Fund – Infrastructure from May 2009 to May 2016. Jörg is a Regular Member of the Swiss CFA Society and the CFA Institute. | ||
Jörg Diedrich | - | 2016 | 2022 |
Biografia | Jörg Diedrich is Head of the Equity Team of UBS Global Asset Management (Deutschland) GmbH. He is responsible for managing equity and balanced mandates. He also provides clients with asset allocation and capital protection solutions. Prior to joining UBS Global Asset Management in 2002, Jörg spent five years working as a Balanced Portfolio Manager at Allianz Dresdner Asset Management (dit/dbi). As a balanced portfolio manager he was responsible for numerous equity and balanced mandates. Furthermore, as a member of the Asset Allocation Team he was responsible for controlling the Tactical Asset Allocation of Allianz Dresdner Asset Management (dit/dbi). | ||
Pascal Boeuf | - | 2008 | 2012 |
Peter Ott | - | 1973 | 2008 |
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