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The investment fund’s investment objective is to achieve the highest possible appreciation of capital. Income is reinvested. The benchmark for the investment fund is the MSCI World index. At least 51% of the investment fund’s assets must be invested in the equities of solid, growth oriented domestic and foreign companies that can be expected to deliver good performance either on the basis of their earnings prospects or by taking advantage of technical situations in the market, including short-term effects. The fund management maintains a flexible weighting of principal investments, and also invests in bonds if necessary (for defensive purposes). Up to 49% of the assets of the investment fund may be invested in money market instruments and bank balances. The Company may invest up to 10% of the investment fund’s assets in units of other investment funds. The proportion of investment fund units in excess of 5% of the investment fund’s assets may consist only of money market fund units.
Name | Title | Since | Until |
---|---|---|---|
Lars Ziehn | - | 2013 | Now |
Andre Köttner | - | 2013 | Now |
Marc-Alexander Kniess | - | 1991 | 2013 |
Biography | Marc-Alexander Knieß joined Lupus alpha in January 2017 as part of the Advanced Fixed Income department. Prior to that, he has been a portfolio manager at DWS / Deutsche Asset Management since March 2000, co-chairing the global equities team with Klaus Kaldemorgen. From 2013 onwards, Marc-Alexander Knieß was part of the newly established Specialized Convertible Bond team. In addition to global equity funds, he has been responsible for global convertible bond portfolios (including DWS Convertibles) since the beginning of his occupation as portfolio manager. Marc-Alexander Knieß completed an apprenticeship as banker. Moreover, he holds a degree in business administration from University of Hamburg and worked with University of Bamberg as a scientific employee researching the topic of Behavioral Finance. | ||
Klaus Kaldemorgen | Global Head | 1991 | 2013 |
Biography | Global Head of Equities and member of the Asset Management Global Operating Committee; Spokesman of the Board of DWS Investment GmbH and Board Member of Deutsche Asset Management International GmbH: Frankfurt Joined the Company in 1982 as fund manager for international bonds; moved to international equities in 1983 and became head of international equities in 1991. In 2003 was appointed Board Member of DWS Investment GmbH and Head of Equities responsible for all equity fund management. In July 2005 became European Chief Investment Officer for Equities and in December 2005 was appointed to the Asset Management Global Operating Committee. In 2006 was named Global Head of Equities. |
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