Christian Finke

Monega is a conservative, quantitative manager which invests in equity, bond and money market instruments, aiming to preserve capital. The firm’s index-tracking funds follow indexes based on known or proven mathematical models.

OVAM is an active, GARP-oriented investment manager. Their portfolios are invested across asset classes, including equity, government-, municipal-, and corporate-bonds, structured products such as ABS, CMOs and CDOs, mortgage-backed securities, international currencies, and derivatives. They globally in the US, Japan, Australia, South Africa and Eastern Europe, however their focus is on Europe. OVAM's specialist funds are invested in credit, money market and treasury securities. Investment decisions are based on in-house fundamental, quantitative and technical analysis. The research teams specialize in traditional risk/return analysis, investments optimization, medium- to long-term capital market forecasting and investment strategy development. They also conduct short-term capital market forecasts. The investment process involves model portfolios and tactical asset allocation. The equity investment process consists in bottom-up stockpicking. OVAM aims to identify undervalued companies with growth potential and a market leading position within their sector. They follow a country- and sector-neutral investment approach rather than relying on active asset allocation. The fixed-income investment process focuses on duration control and active sector rotation. They follow a top-down process for sector allocation as well as to determine portfolio weightings according to interest rate curves and credit ratings; they combine this top-down process with bottom-up security selection.