Birgit Heim

AAA

10 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Carnot Capital

Professional background

Portfolio Manager of the Augmenta European Quality Fund at Carnot Capital and has over 20 years’ experience managing European and Swiss equity strategies at several asset management firms.

Educational background

She holds a Master’s degree in Economics from the Vienna University of Economics and Business, an MSc in Mental Coaching from the University of Salzburg, and is a CFA charterholder.

Performance

11.27%

Manager Annualised Return Since Inception

6.07%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

11.27%

6.07%

5.19%

10Y

10.9%

6.62%

4.28%

11,83%

12.22%

(-)0.39%

*Inception date: 4/1/2015

Data as at 30 June 2025.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Augmenta European Quality Fonds

Value investing using fundamental analysis

Benchmark
MSCI Europe, Small

Class
EUR

ISIN
LI1404442041

AUM
24.300.000,00 €

Ongoing Charges
1%