Spreker: Marco Lenfers
Functie: Client Portfolio Manager, Director
Titel: “Active und bottom-up – why and how?”
With emerging economies transfixed by the US-Chinese trade row, how should investors proceed in that corner of the market? Looking at the fundamentals of each company – the remit of active asset managers – is part of the answer. Even more important from our point are company-specific characteristics such as industry-leading positions, a high return on invested capital (ROIC) as well as environment, social, and governance (ESG) credentials. Marco Lenfers from the mtx boutique will elaborate on these points, perhaps offering a few hints on how the “mtx Sustainable Leaders” team has regularly managed to find excellent companies with upside potential.