Jochen Waag

9 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Fortezza Finanz AG

Professional background

Board member of Waag & Zübert Value since 2012, Research Advisor of the Fortezza Finanz Aktienwerk fund since 2013. Has worked as an executive at Fabri AG. From 2007 to 2010 he was an analyst for Scherrer Asset Management and also conducted independent analyst activity for MRB Vermögensverwaltungs in Zurich.

Educational background

N/A

Performance

10.74%

Manager Annualised Return Since Inception

5.49%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

10.74%

5.49%

5.26%

0.87%

2.54%

-1.67%

*Inception date: 6/10/2013

Data as at 30 September 2022.

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.

Fortezza Finanz - Aktienwerk

Value investing using fundamental analysis

Benchmark
MSCI Europe, Net (€)

Class
I

ISIN
LU0905833017

AUM
28,960,000.00 €

Ongoing Charges
0.57%