The asset manager Bantleon is expanding its capabilities to include the forward-looking areas of infrastructure and value stocks. It has hired two new equity specialists: Susanne Linhardt and Oliver Scharping. Susanne Linhardt, Senior Portfolio Manager for infrastructure stocks, has eight years’ experience of working in equity markets with a focus on infrastructure, commodities and sustainability at MEAG, RobecoSAM and other firms. Oliver Scharping, Portfolio Manager for alternative equity strategies, has spent the past seven years working for hedge funds and in investment banking with Barclays and Lazard. He has extensive experience in unconventional equity strategies, including event-driven and long/short in particular. At Bantleon, he will be responsible first and foremost for identifying, analysing and implementing value investments and investments in special situations.
Bantleon already moved to enlarge the scope of its equity management operations last year. Several specialists in technology stocks were hired, for example, including Andreas Dagasan, former Head of Equity Portfolio Management at MEAG. Bantleon is also supported by the nine leading scientists from various research fields who make up the »Bantleon Technology Council«, an independent panel of experts.
The expanded »Bantleon Equities« business unit applies Bantleon’s focus on long-term capital preservation to forward-looking equity strategies. »The capital market environment will continue to undergo sweeping changes,« explains Stephan Kuhnke, CEO and Head of Portfolio Management. »The shrinking potential workforce and falling savings rates in industrialised economies with aging populations are set to weigh on global economic growth and thus also the return prospects of the broader equity markets over the coming years. Against this backdrop, it makes sense to invest in companies that have above-average growth potential or – as in the regulated infrastructure sector – benefit from monopolistic business models. Since most industrialised nations have been investing far too little in infrastructure for a long time, huge pent-up demand exists in the sector for the next few years. Value stocks also stand to profit from structural shifts over the medium to long term.«