Author: Dr. Marc-Christian Heitzer and Manuel Stratmann
Author: Andreas Holzapfel, in-house counsel Universal-Investment
Author: Michael Münch, KSK Biberach, and Johannes Münch, Anevis Solutions
Small and mid-sized companies are the backbone of the German economy. Most recently, small caps proved to be just as volatile as their large cap equivalents. However, small and mid-caps remain an attractive asset class and investors should not let themselves be deterred by market volatility, says Raik Hoffmann, board member at FPM Frankfurt Performance Management and fund manager of the FPM Funds Stockpicker Germany Small/Mid Cap.
Achieving adequate returns proves challenging in ever more volatile markets. Dirk Heuser, head of portfolio management in Commerzbank’s Private Wealth Management division, is seeking to counteract this with a strategy designed to generate additional returns through the optimised use of exchange traded funds (ETF) in conjunction with conservative options management. Heuser reports how this concept is successfully implemented in the Commerzbank Aktienportfolio Covered Plus.