Markus Barth

Aramea is an active, long-term manager which specializes in investing in convertible bonds. Their investment approach starts with strategic asset allocation. The firm’s balanced convertible fund is invested primarily in convertible bonds and certificates, concentrating on select regions, markets and industries such as telecommunications. They also invest marginally in derivatives on an opportunistic basis, as well as in equity, debt, money-market instruments and funds of funds.

Functions as an open-end investment fund

Amundi Deutschland offers a deep understanding of the investment universe of both passive and active strategies, including: alpha focused portfolios (bonds, equities, multi-asset); smart-beta and factor-based approaches; and asset-based investments (real estate, private equity, infrastructure). The firm specializes in local markets, conducting in-house research for local investments, while benefiting from the global position of their parent company. Their investment process is research driven and comprises quantitative research, active portfolio management and fundamental analysis. Asset allocation aims to optimize portfolio risk/return levels. Amundi Deutschland’s tactical and strategic asset allocation decision making process follows a quantitative approach. Once assets have been allocated fund managers engage in bottom-up stock picking, which they base on in-house fundamental and qualitative research.