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The investment fund’s investment objective is to achieve the highest possible appreciation of capital in euro, in combination with a reasonable annual distribution of income. At least 51% of the investment fund’s assets must be invested in equities of German and foreign issuers. The securities to be included in the investment fund shall primarily be those issued by large companies from a variety of different industrial sectors and by medium-sized and smaller companies that offer favorable growth and earnings prospects over a longer term on the basis of their configuration and structure. 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 shares of other investment funds.
Name | Title | Since | Until |
---|---|---|---|
Andre Köttner | - | 2013 | Now |
Lars Ziehn | - | 2013 | Now |
Marc-Alexander Kniess | - | 1994 | 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 | 1994 | 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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