Martin Hermann, a senior portfolio manager at Berenberg since October 2017 responsible for the Berenberg Global Focus, took to the stage at the new London Quality-Growth Investor Conference earlier this week to highlight one of his favorite ideas in the current market. The Global Focus fund is a high-conviction fund that runs a focused portfolio of around 30 equities. Its time frame for holding securities is three to five years, and the managers are primarily looking for hidden champions that can become growth leaders of the future. The top ten holdings account for 50% of assets. Q1 2022 hedge fund…
London Quality-Growth Investor Conference: Royalty Pharma’s Growth Opportunity
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk