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 15 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.
Delight in detail
Risk management is an important feature of the investment process. The emphasis here is not only on crystal-clear, accurate definition of risks; compliance with relevant limits and performance of regular level testing are also key in risk management.
My remit is to ensure implementation and monitoring of these within the regulatory framework and internal directives, and to adapt and update these regularly.
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.
The devil is in the detail
Every trade must be carefully monitored and checked, as even the smallest detail matters. This is why I am responsible for security during trade processing and for the necessary documentation.
I also assist the Portfolio Management Team with day trading.
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