Deutscher Mittelstand

Hans Zenger

Performance

  • +172.1 %
    since 2013-07-23
  • +21,2 %
    1 Jahr
    -0,22 %
    Heute
    -9,0 %
    Max Verlust (bisher)
    0,5x
    Risiko-Faktor
    ;
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Trading Idea

This wikifolio should invest in selected stocks of German mid-size companies with, in my opinion, above-average growth prospects. Often, these are the so-called Hidden Champions which aim at international leadership in technological niche markets while building on solid local corporate structures.

The investment strategy should be long term and fundamentals-oriented. In the case of very incorrect valuations, one can, however, also take advantage of arbitrage opportunities with an investment horizon below a year in individual cases.

The international focus of the selected medium-sized enterprises should also allow significant participation in the economic growth outside of Europe. The objective should be to beat the DAX as a benchmark on a permanent and sustained basis. show more
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Master data
Symbol
WF23072013
Date created
2013-07-23
Index level
High watermark
281.8

Rules

wikifolio labels

Investment Universe

Trader

Hans Zenger
Registered since 2013-07-22

Decision making

  • Fundamental analysis
  • Other analysis

Comments

Comment on DATAGROUP IT SERVICES HOLDING AG

Eine große Übernahme bei Datagroup, die den Umsatz nach ganzjähriger Konsolidierung um mehr als 7% steigen lassen wird. Laut Presseerkläung handelt es sich beim Target UBL (anders als bei vielen früheren Übernahmen) nicht um einen Turnaroundkandidaten, sondern um ein Unternehmen mit bereits guter Profitabilität: https://www.finanznachrichten.de/nachrichten-2019-04/46419365-dgap-adhoc-datagroup-se-datagroup-uebernimmt-ubl-informationssysteme-gmbh-deutsch-016.htm

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