Tobias Klein

AAA

24 Years of experience

Focus on high-quality firms at attractive prices

Current firm: First Private Investment Management KAG

Professional background

Tobias Klein is CEO and Partner at First Private Investment Management KAG mbH in Frankfurt since 1996. He worked at Salomon Brothers and Citigroup Asset Management, and was Portfolio Manager/Capital Markets Research at J.P. Morgan Asset Management. He is also Chairman of the Board at re:cap global investors ag in Zug since 2010

Educational background

Business Administration and IT from Karlsruhe Institute of Technology (KIT) He later pursued Economics and Finance studies at Stanford University in 1991.

Performance

3.91%

Manager Annualised Return Since Inception

3.84%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

3.91%

3.84%

0.07%

10Y

4.43%

6.31%

-4.71%

-2.17%

2.54%

-1.88%

*Inception date: 1/26/1999

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.

First Private Europe Aktien

Value investing using fundamental analysis

Benchmark
MSCI Europe, Net (€)

Class
A

ISIN
DE0009795831

AUM
252,670,000.00 €

Ongoing Charges
1.62%