Equity management

Benefit from the global exchange of ideas

The equity team of Erste Asset Management has developed a focused range of equity strategies. Our equity team combines cross-market research with the know-how of our local emerging Europe equity specialists. The satellite strategies developed and managed by our team are at our institutional clients’ disposal in form of mutual funds, special mandates, or individual investment solution.

"This integrated approach contributes to our ability to offer our clients attractive equity strategies.”

Stepan Mikolasek, Head of Equity

Our approach

In 2015 our equity management team restructured. It now contains specialists for industrialised and emerging equities. The investment process in equity management is more strongly focused on fundamental research.

  • Integration of equity specialists from industrialised and emerging economies
  • Combination of quantitative and qualitative models and active title selection

Our strengths

Our equity management team cooperates across borders. The know-how of 19 experts from six countries is incorporated in the process regardless of where they are based. This integrated team approach contributes to the development of our active equity selection process and enables us to offer our clients attractive investment solutions.

  • Cross-border, integrated team
  • Local presence in the region
  • Focused range of products

Our range of products and services

In equity management the investment specialists focus on individual markets and sectors. Among the selected satellite strategies are:

  • Biotechnology
  • Emerging Europe

ERSTE STOCK BIOTEC

The ERSTE STOCK BIOTEC fund invests in the most important biotech companies, primarily those in the USA. Equities from the Pacific region and Europe play a minor role, but are also selectively added to the fund. The currencies are not hedged against the euro. The fund is particularly suitable as an addition to an existing equity portfolio and is geared towards achieving long-term capital appreciation.

Please see the legal risk notes at the end of this page.

ERSTE STOCK EM GLOBAL

The ERSTE STOCK EM GLOBAL fund is an equity fund geared towards achieving long-term capital appreciation. The strategic focus of the fund is on shares of companies in global emerging markets with attractive fundamentals.

Please see the legal risk notes at the end of this page.

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Disclaimer

This document is an advertisement. All data is sourced from Erste Asset Management GmbH, unless indicated otherwise. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH, pursuant to the provisions of the AIFMG in connection with the InvFG 2011.

The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the  web site www.erste-am.com or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the key investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com.

This document serves as additional information for our investors and is based on the knowledge of the staff responsible for preparing it at the time of preparation. Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund. Please note that investments in securities entail risks in addition to the opportunities presented here. The value of shares and their earnings can rise and fall. Changes in exchange rates can also have a positive or negative effect on the value of an investment. For this reason, you may receive less than your originally invested amount when you redeem your shares. Persons who are interested in purchasing shares in investment funds are advised to read the current fund prospectus(es) and the Information for Investors pursuant to § 21 AIFMG, especially the risk notices they contain, before making an investment decision.

Please consult the corresponding information in the fund prospectus and the Information for Investors pursuant to § 21 AIFMG for restrictions on the sale of fund shares to American citizens. Misprints and errors excepted.