Wolfgang Altmann
AA
9 Years of experience
Focus on high-quality firms at attractive prices
Current firm: Fortezza Finanz AG
Professional background
Fund manager of the Fortezza Finanz Aktienwerk fund since 2013 after joining the company as asset manager in 2010. Previously he spent a year working as an asset adviser to Castell- Bank and from 2003 through to 2009 worked as a financial advisor to Merck Finck Vermögensbetreuungs in Nuremberg.
Educational background
Business Administration, Academy of Management and Economics (VWA) Nuremberg
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%
5Y
0.87%
2.54%
-1.67%
*Inception date: 6/11/2013
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
BenchmarkMSCI Europe, Net (€)
ClassI
ISINLU0905833017
AUM28,960,000.00 €
Ongoing Charges0.57%