Jonas Liegl

AA
6 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Lupus alpha Asset Management AG

Professional background

Portfolio Manager at Lupus alpha Asset Management AG since July 2020, and prior to this, he worked for three years at Allianz Global Investors and five years at Deka Investment. Jonas also has experience as an Analyst in European Small & Mid Caps at Martin Currie and has completed internships at DWS Investments, KPMG, Deutsche Bank, and AXA.

Educational background

International Business from Cologne University of Applied Sciences

Performance

10.12%

Manager Annualised Return Since Inception

4.32%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

10.12%
4.32%
5.8%

5Y

6.05%
1.83%
4.23%
*Inception date: 20170201

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.

Lupus alpha Micro Champions
Value investing using fundamental analysis
Benchmark
MSCI Europe, Micro, Net (€)
Class
CAV
ISIN
LU0218245263
AUM
182,640,000.00 €
Ongoing Charges
2.2%
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