HANSAINVEST Hanseatische Investment-Gesellschaft mit beschränkter Haftung
- Land: Deutschland
Nachricht vom 15.04.2019 | 11:51
Special situation investors Rudolf Ferscha and Robert Hillmann launch UCITS equity fund
DGAP-News: HANSAINVEST Hanseatische Investment-GmbH / Key word(s): Funds
Hamburg- April 15, 2019 - Investing in special situations with an attractive asymmetric risk-return profile. This is the approach taken by newly launched Mainberg Special Situations Fund HI, which is aimed at both institutional investors (WKN A2JQH9) and private investors (WKN A2JQH8). The equity fund is initiated by Mainberg Asset Management GmbH, whose founders have already successfully implemented their investment style based on special situations in Europe in their seven-year collaboration at Gledhow Capital Partners. They are now opening it for a broad public as a UCITS fund. The investment strategy focuses on European equities, which benefit from events and special situations such as M&A transactions in particular. Special emphasis is placed on equities from German-speaking countries. Mainberg Special Situations Fund HI was jointly launched with service asset manager HANSAINVEST Hanseatische Investment-GmbH.
Investors benefit from capital market expertise and experience
Rudolf Ferscha and Robert Hillmann have gained in-depth capital market experience at well-known firms. Ferscha, former Executive Board member of Goldman Sachs Bank in Frankfurt, later CEO of derivatives exchange Eurex, Chairman of the Executive Board of the Frankfurt Stock Exchange and Executive Board member of Deutsche Börse AG, is a member of the Board of rating agency Moody's Investors Services Ltd. and of the Supervisory Board of securities trading company Flow Traders B.V., among others. Dr. Robert Hillmann, initially an academic in university capital market research, has more than 15 years of relevant experience in special situations and M&A research.
"Stocks should be part of any portfolio because of their participation in real corporate substance. Our new mutual fund also offers disciplined risk diversification and effective hedging by focusing on companies in carefully researched and evaluated special situations such as takeover bids", said Rudolf Ferscha.
As part of the investment strategy, fund management intends to exploit existing price inefficiencies in structurally less considered situations. This involves systematic screening of official announcements of events such as takeover bids, structural measures and other special situations. "By disciplined investing with strong downward hedges, such as cash takeover bids, we aim to achieve continual value growth while reducing the risk of value fluctuations. We identify opportunities with an asymmetric risk profile and assess their potential through fundamental analysis", stated Robert Hillmann. The portfolio consists largely of directly held equities, with the investment horizon typically extending over the entire expected chain of events. The balanced portfolio is diversified across various special situations, phases of M&A events and sectors.
Experienced partners offer service provider portfolio
Mainberg Asset Management relies on experienced partner companies: NFS Netfonds Financial Service GmbH assumes the liability umbrella function for Mainberg Special Situations Fund HI, the Berenberg Asset Manager Office acts as custodian and Service-KVG HANSAINVEST is not only responsible for the fund launch but also for subsequent administrative activities. "The selected partners are all very successful in their areas of responsibility and are already collaborating successfully on a large number of funds", said Ferscha.
More information is available at www.hansainvest.de.
More information is available at www.mainberg.fund.