– Johannes Hesche takes over the baton
– Fund concept of the "straight line" will remain unchanged
– Continued aim for equity-like returns with lower volatility
Johannes Hesche, Executive Partner and Head of Qualitative Portfolio Management at ACATIS, will be responsible for selecting equities and bonds and managing the allocation for the ACATIS Value Event Fund in future. He will receive experienced support from Dr Hendrik Leber, Managing Partner of ACATIS Investment Kapitalverwaltungsgesellschaft mbH.
In addition, Gané AG's activities as the advisor to our fund under the liability umbrella of BN & Partners Capital AG will end on 31 March 2024.
"We would like to thank BN & Partners Capital AG and Gané AG for the good and successful cooperation to date," says Dr Hendrik Leber.
Johannes Hesche, an experienced fund manager in the field of mature companies, takes over
Together with Dr Hendrik Leber, Johannes Hesche is responsible for institutional client mandates worth billions. He is known to the public for the ACATIS Value and Dividend Fund, which, like the ACATIS Value Event Fund, successfully focuses on the concept of a concentrated portfolio of mature companies with high cash flows and good value creation quality.
Continued aim for equity-like returns with lower volatility
The aim of equity-like returns with significantly lower volatility will continue to be the hallmark of the flexible mixed fund ACATIS Value Event Fonds.
ACATIS' previous "straight line" strategy with a concentrated portfolio of stable, quality companies with mature business models and easily predictable cash flows will be maintained 1:1. The equity and bond components are managed in the traditional manner. Derivatives will not be used.
"We feel very comfortable with the current portfolio and the equity allocation. We will continue to manage the fund steadily and with a calm hand, just as investors would expect from us," promises Johannes Hesche, Head of Qualitative Portfolio Management at ACATIS Investment.
Information on the portfolio manager Johannes Hesche
Johannes Hesche (*1989) studied economics at the Leopold-Franzens-University Innsbruck, graduating with a Master's degree. Before joining ACATIS in 2018, he worked at Grant Thornton Switzerland-Liechtenstein, W&L Asset Management and VP Bank.
At ACATIS Investment, he is primarily responsible for managing the ACATIS Value and Dividend and now the ACATIS Value Event Fund (from February 12, 2024). Together with Dr Hendrik Leber, he is successfully responsible for a long-term equity strategy specially designed for family offices, "the stocks for the long run".
Johannes Hesche is Executive Partner of ACATIS Investment Kapitalverwaltungsgesellschaft mbH and Head of Qualitative Portfolio Management.