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NameWolfgang Fickus
Job titleMember of Investment Committee, Comgest S.A.
CompanyComgest Deutschland GmbH
TitleGlobal emerging markets in 2016, or why it’s worth taking a closer look at China
ContentDue to the fact that investor sentiment in emerging markets has cooled down, it is worthwhile taking a closer look at this investment category. As a result of this pessimism, investors withdrew a record 73 billion dollars from global emerging markets in 2015. Following a period of denial (2010–2012), global emerging markets have moved into a period of fear (2012–2015). The question is now whether this will lead to a general capitulation in which shares in high-quality-growth companies will also be traded at extremely favourable prices. In this climate, investors should not ask themselves whether they should continue to sell this asset class, but rather to what extent they should expand their positions with long-term investment horizons.
BiogWolfgang Fickus graduated from the University of Cologne (Germany) where he majored in business administration and studied at London Business School. He holds a business graduate degree (Diplom-Kaufmann), a CEMS-Master and is a CFA® charterholder. Wolfgang started his career in 1995 at Paribas Asset Management Paris as a European-equity fund manager. In 2000 he moved to WestLB where he worked as an analyst for European Technology stocks until August 2012 before becoming Head of Mid and Small Cap Research. Wolfgang joined Comgest in September 2012 and is a member of the Investment Committee.
NameStefano Perin
Job titlePortfolio Manager Fixed Income and Multi Strategy Funds
CompanyGenerali Investments
TitleA Total Return approach to European High Yield bonds
ContentA total return high yield bonds strategy fills a gap in the current industry offering: Pure high yield funds are usually managed with a relative return approach and similar sub-asset classes like Strategic Income Funds and Absolute Return funds have a total return target spread across a broader fixed income universe.
Stefano Perin will introduce Generali Investment’s unconstrained, total return, benchmark detached investment approach that offers investors the possibility to benefit from a focused total return approach within the leveraged credit space beyond the existing Absolute Return strategies. The alpha strategy and the unfunded levers bring together some credit hedge fund features while packed in UCITS format.
BiogStefano Perin joined Generali Investments in July 2004. Previously, he worked as an analyst in the Corporate Bonds Team and as a Junior Portfolio Manager at the Generali Group’s proprietary desk based in Dublin. Since 2007, he is in charge of the Generali Investments’ dedicated European High Yield bonds fund. Stefano holds a Bachelor’s Degree in Finance and Economics from the University of Udine and is a CFA charterholder.
Alexander Dominicus - Mainfirst
NameAlexander Dominicus
Job titleFund Manager European Equities
CompanyMainfirst Asset Management
TitleEuropean Equities - The importance of a fundamentally-based stock selection in a low-growth and low-yield environment
ContentAlexander Dominicus will present his views on the current global low interest and low growth environment. He will go into detail on what characteristics and fundamentals are imperative for a successful stock selection and to be able to find attractive European companies in the current markets.
In addition, he will comment on the importance of sufficient pragmatism with respect to substantial changes in the macroeconomic environment and as well as going against the current sometimes.
Nevertheless, long-term orientation, investment discipline and sticking to fundamentals provide a solid foundation for a successful stock selection - even in volatile markets. The goal should be to invest in the company and its management - not only in stocks.
BiogAlexander Dominicus joined MainFirst in August 2009. He is the co-fund manager for the MainFirst Top European Ideas and MainFirst Germany Fund. Previously, Alexander did a trainee programme at MainFirst working at various departments including international work experience in London and New York. Alexander completed a banking apprenticeship and holds a degree in business administration with a focus on banking & finance from Frankfurt School of Finance and Management and Emory University Goizueta Business School.