Fidecum Contrarian Value Euroland fund
Investment universe
Hans-Peter Schupp´s workd with this successful investment approach since 1999. His deep understanding of listed companies in the Euro-zone, built during this time is the foundation of his competence and the successful stock selection.
By staying in close contact with the companies selected and continuously visiting those companies and a thorough analysis of data provided he developed an excellent understanding for business models and adequate valuations.
By directly speaking with these companies, Hans- Peter stays constantly on top of things and gains a much better view than any external analyst would be able to provide. Hence, external research is not in integral part of the investment approach. That explains, why the fund invests in the Euro-zone “only”. This is th area where the portfolio manager adds value due to his deep understanding to the companies – in his own backyard: Euroland
Fidecum – die Fondsmanufaktur®