Klaus Petersen

AAA

21 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Macquarie Investment Management Europe

Professional background

Portfolio manager at Macquarie Investment Management (previously ValueInvest AM, as it was acquired by the Macquarie Group in 2018). Klaus began his career as an administrator of pension pools at Faellesbanken in Denmark. He worked as a sales analyst at SEB Frankfurt, Hafnia Bank, and Scanbroker. In 1996, Klaus joined Codan Bank as a senior portfolio manager and senior sales analyst. In 1999, he moved to ATP Denmark as Head of the TMT team and a senior portfolio manager.

Educational background

BSc in Financial and Management Accounting from Copenhagen School of Economics. CFA.

Performance

6.25%

Manager Annualised Return Since Inception

6.22%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

6.25%

6.22%

0.03%

10Y

8.93%

9.7%

-0.77%

4.88%

6.61%

-1.73%

*Inception date: 12/1/2001

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.

Macquarie Valueinvest LUX Global

Value investing using fundamental analysis

Benchmark
MSCI World Net, EUR

Class
A

ISIN
LU0135991064

AUM
568,772,258.24 €

Ongoing Charges
1.8%