Research
There are ca. 5.000 listed companies in Europe, and ca. 3.600 listed in the USA. And there is a significantly larger investment scope in the private equity market. Finding promising investment ideas can be a long and difficult task. I am dedicating most of my time to screen the European equity universe and to find investment opportunities here.
Who are my Customers ?
- Mutual & Hedge Fund Managers
- Family Offices
- Private Equity
My aim is to help you find investment ideas with the potential to generate superior return over a 5-years timeframe.
What are my key Area of Expertise ?
As a value investor, I tend to be sector agnostic. However from experience, I have some tendency to favour sectors like Software, MedTech and B2B Services. My key geographic area for the time being is Europe.
For more information, refer to the “Investment” page of this website.
What can I do for you ?
- As a consultant, I can integrate one of your team and work directly at your premise, in order to increase the firepower of your entity
- As an external provider, I can share with you some ideas from my own research and which I believe are the most promising
What is my Legitimacy ?
I have worked for close to 5 years at Forum Family Office in Munich. Forum has achieved a 14% IRR over the period 2001-2017 and is one of the most successful investment company in Germany. I have also worked 4 years as Investment Manager for Barius Capital in Munich, a mutual fund focused on European small- & midcaps. From inception in September 2018 to December 2022, the fund generated a 6,2% IRR.
I was responsible for France and Benelux during my tenure, and I got to cover some of the best performers of the company.
How much will it cost ?
- As consultant: a per hour/per day fixed fee + a performance criteria
- As an external idea provider: a fixed fee for each idea in which the customer invest + a performance fee based on a percentage of the value generated