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TEAM

TEAM

We are an independent asset management company run by specialists with extensive experience. We are passionate about convertible bonds. Our premium quality services are maintained by our minute attention to detail and customer focus. We are dedicated to meeting and exceeding our investors’ expectations.



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STRATEGIES

STRATEGIES

CONVERTINVEST’s four strategies are geared to long-term capital earnings with moderate risk through convertible bonds. We have become pioneers in this investment class as a result of the innovative nature and success of our individual strategies, such as the “Real Estate Convertible Bond Strategy”.

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FUNDS

FUNDS

Our mutual funds are available in various tranches and licensed in many European countries. They have received several awards and enjoy an excellent reputation with investors in Austria, Germany and Switzerland. To meet the individual needs of institutional investors we also manage special funds with global convertible bonds.

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MEDIA

MEDIA

We publish interesting newsletters on topics specifically related to convertible bonds and issue up-to-date media reports to inform investors, prospective investors and interested parties. At the same time we are mindful that other things in life are important too, and so for many years we have supported the Stiftung Kindertraum children’s charity.



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Management Board

"Decades of experience and success show that both we and our investors are on the right path."

Dr. Gerhard Kratochwil
Managing Director / CEO

 

Convertinvest Newsletter

Issue 9: Keep your hands off equities.... when you can have convertibles

Newsletter9 startseite en

OUR STRATEGIES

  • INTERNATIONAL
    CONVERTIBLES

    The CONVERTINVEST International Convertibles fund strategy is geared to the maximum long-term capital returns. The fund invests in global convertible bonds to achieve this aim. A high investment grade quota (85%) takes account of the security aspect. The main focus is on long-term fundamental investment decisions and the fund’s attractive risk/income profile.

     

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    Factsheet
  • EUROPEAN CONVERTIBLE & BOND

    Since its emergence CONVERTINVEST’s strategy, which has been in place since 2002, has revolutionised the possibilities offered by convertible bonds. It combines the conservative features of investment grade convertible bonds with the diverse opportunities offered by fundamental security selection, whereby capital preservation through delta management and volatility reduction form an important part of the management process.

     

     

    more
    Factsheet
  • ALL-CAP
    CONVERTIBLES

    The aim of the All-Cap Convertibles strategy is to outperform long term the European convertible bonds asset class. In addition the fund also aims to closely track share performance with significantly lower volatility. The fund has exceeded its benchmark since 2008 and is the multi-award-winning leader in its peer group.

    more
    Factsheet
  • GLOBAL CONVERTIBLE
    PROPERTIES

    The CONVERTINVEST Global Convertible Properties strategy makes it possible for investors to participate in the real-estate market’s long-term performance, with the convertible bond’s defensive characteristics. Numerous investors have already been persuaded to select this alternative for their portfolios by the fund’s superb performance since its inception in 2014.

    more
    Factsheet
  • SPECIAL
    FUND

    We manage special mandates with global convertible bonds in order to meet the individual requirements of institutional investors. This makes it possible to take specific account of the requirements of Solvency II or the respective investor’s relevant legislation. Due to our extensive experience in the field of ESG it is also possible to incorporate ethical investment criteria into portfolio selection.

    more
  • INTERNATIONAL
    CONVERTIBLES

    The CONVERTINVEST International Convertibles fund strategy is geared to the maximum long-term capital returns. The fund invests in global convertible bonds to achieve this aim. A high investment grade quota (85%) takes account of the security aspect. The main focus is on long-term fundamental investment decisions and the fund’s attractive risk/income profile.

     

    more
    Factsheet
  • EUROPEAN CONVERTIBLE & BOND

    Since its emergence CONVERTINVEST’s strategy, which has been in place since 2002, has revolutionised the possibilities offered by convertible bonds. It combines the conservative features of investment grade convertible bonds with the diverse opportunities offered by fundamental security selection, whereby capital preservation through delta management and volatility reduction form an important part of the management process.

     

     

    more
    Factsheet
  • ALL-CAP
    CONVERTIBLES

    The aim of the All-Cap Convertibles strategy is to outperform long term the European convertible bonds asset class. In addition the fund also aims to closely track share performance with significantly lower volatility. The fund has exceeded its benchmark since 2008 and is the multi-award-winning leader in its peer group.

    more
    Factsheet
  • GLOBAL CONVERTIBLE
    PROPERTIES

    The CONVERTINVEST Global Convertible Properties strategy makes it possible for investors to participate in the real-estate market’s long-term performance, with the convertible bond’s defensive characteristics. Numerous investors have already been persuaded to select this alternative for their portfolios by the fund’s superb performance since its inception in 2014.

    more
    Factsheet
  • SPECIAL
    FUND

    We manage special mandates with global convertible bonds in order to meet the individual requirements of institutional investors. This makes it possible to take specific account of the requirements of Solvency II or the respective investor’s relevant legislation. Due to our extensive experience in the field of ESG it is also possible to incorporate ethical investment criteria into portfolio selection.

    more