First Private Investment Management KAG

Fund Company

First Private Investment Management KAG - http://www.first-private.de
 
Company Model

The growing challenges of institutional and private investors demand reliable investment processes, consistency and transparency. These core values are the cornerstones of modern asset management for the corporate culture of First Private.

Independence

First Private is an independent, organized in partnership asset managers. Their entrepreneurial independence allows an exceptionally high degree of continuity and reliability in the product range and the renunciation of the use of fast-fashion trends.

Specialization

Since the early nineties, First Private sets new standards as a leading innovator in the development and implementation of active, quantitative investment strategies in the areas of "shares" and "absolute return". Quantitative management means the implementation of rational, scientific methods in asset management. The focus is on the conservative, value-oriented fundamental compression ratios.

Consistency and integrity

First Private corporate culture is based on a permanent commitment of their staff in the key areas of portfolio management and customer service. The partnership organization anchored their responsibility and creates reliability in investment processes and customer service. Long-term trusting relationships with their customers and partners are a top priority.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

First Private Investment Management KAG

First Private Euro Akt Staufer Cap

DE0009779611

EUR

23/11/1997

3

Medium

The fund generally invests in equities of companies registered in Eurozone countries that the fund's managers believe are undervalued. Besides attractive valuations relative to corporate profits and solid earnings profiles, a strong focus on a high and stable dividend yield is the core component of this value-oriented selection strategy.

First Private Investment Management KAG

First Private Europa Aktien Ulm Cap

DE0009795831

EUR

26/01/1999

3

Medium

N/A

First Private Investment Management KAG

First Private Aktien Global Cap

DE000A0KFRT0

EUR

01/12/2006

3

Medium

N/A

First Private Investment Management KAG

First Private Aktien Emerg Mkt Cap

DE000A0KFRW4

EUR

20/04/2009

4

Medium

An extensive universe comprising some 1500 emerging market equities can only be evaluated efficiently using quantitative, ratio-based investment processes.  The First Private Aktien Global, a mutual fund launched in 2006, forms the basis of the investment process. This fund, which has received several awards, is uniquely synonymous with systematic quantitative asset management, disciplined investment decisions and fundamental principles. The emerging market sub-segment has also made outstanding contributions to performance, including in relation to established competitors. This proven strategy is now additionally available as a stand-alone investment solution.

First Private Investment Management KAG

First Private Wealth B Cap

DE000A0KFTH1

EUR

31/08/2011

NULL

NULL

N/A

First Private Investment Management KAG

First Private Dyn Equity Alloc Cap

DE000A0KFTJ7

EUR

22/11/2010

NULL

NULL

N/A