Patrick Lemmens

AAA

14 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Robeco Asset Management

Professional background

Executive Director and Portfolio Manager at Robeco for Global Financials/Fintech. Since March 2018, he has been running the Robeco New World Financials Equities Fund and a global FinTech Fund. He worked at ABN AMRO Asset Management for 15 years as Senior Portfolio Manager for Global Financials and Senior Analyst for Global Financials. He managed the ABN AMRO Financials Fund. Prior to his career in asset management, he served as a Lieutenant at Sea second class in the Royal Dutch Navy for 1 year and 5 months. He also has experience as a Student Assistant in Finance & Investment at Erasmus University Rotterdam.

Educational background

Drs, Business Economics from Erasmus University Rotterdam. CEFA, VBA

Performance

8.64%

Manager Annualised Return Since Inception

3.6%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

8.64%

3.6%

5.04%

10Y

9.7%

6.66%

3.05%

6.21%

1.19%

5.02%

*Inception date: 10/1/2008

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.

Robeco New World Financial Equities

Value investing using fundamental analysis

Benchmark
MSCI World Financials, Net, EUR

Class
D

ISIN
LU0187077481

AUM
1,232,764,131.13 €

Ongoing Charges
1.71%