‘For the third year in a row, our equity market neutral strategy has been recognized at The Hedge Fund Journal ‘s UCITS Hedge Awards. To mark the occasion, the trade magazine provides insights into the investment approach behind the strategy.
In this interview, our portfolio managers Jonas Hoersch, CFA and Florian Merkel, CIIA explain how they identify alpha potential in equities, what opportunities they currently see in the industrials and financials sectors in particular, and why consistent stock picking is more important than betting on the general market development.’
You can find the full interview here: Interview on Alpha & Opportunities