Allgemein – Chom Capital GmbH

Jun 28, 2024 / by Katrin Douverne / In Allgemein / Leave a comment

From professional sport to professional investing: Mindset machine Johannes Gans joins CHOM CAPITAL full-time!

Johannes Gans joined CHOM CAPITAL as a working student in September 2022 and has been actively supporting sales and portfolio management ever since. After successfully completing his master’s thesis in April and with the end of his field hockey career at SC Frankfurt 1880 Hockey, the former Bundesliga hockey player, German champion and youth national player is now joining us full-time.

Jun 28, 2024 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS – INSIGHT 6/2024 – SMALL AND MEDIUM-SIZED ENTERPRISES: THE ENGINE OF THE EUROPEAN ECONOMY

• Small and medium-sized companies, often global market leaders, drive the European economy forward
• Since 2000, small caps have generated an annual return of a solid 7%, approximately 4% alpha to large caps
• The recent phase of weakness in small caps offers investors an attractive entry opportunity
• The major catalysts for a small-cap outperformance are: Interest rate cuts, an improving economic outlook,
historically low valuations and the current under-allocation of investor money
• All four catalysts begin to interlock with each other and develop positively

May 28, 2024 / by Katrin Douverne / In Allgemein / Leave a comment

Celebrating Long-term Growth: Roshan Domingo Commits to CHOM CAPITAL!

Roshan Domingo joined our team as a working student in January 2022 and has since transitioned into a full-time analyst role on our investment team. He consistently brings innovative investment ideas and plays a key role in portfolio monitoring and reporting.

Apr 30, 2024 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS – INSIGHT 4/2024 – “Higher for longer” Analyses

• The European economy is recovering, which should support small caps compared to large caps
• Following cycle lows, small caps on average outperform large caps by nearly 16% within 12 months
• Rising interest rates could signal an improved growth environment and support the outperformance of European small caps
• ZEW sentiment as a reliable leading indicator for small-cap outperformance

Feb 9, 2024 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS – INSIGHT 2/2024 – Small Cap Analyses

• Positive sentiment and leading indicators point to future small cap outperformance
• Small cap drawdowns of over 20% are followed by an average 5-year return of 103%

Apr 28, 2023 / by Katrin Douverne / In Allgemein / Leave a comment

Contribution in the FNG Label Newsletter of the German Sustainable Investment Forum (FNG)

We appeared with two articles in the “FNG Newsletter #117 April 2023”. Contribution 1: CHOM CAPITAL strengthens investment team and receives “Best European ESG Fund 2023” award. Read more here (article written in German). Contribution 2: Analyzing the impact of a change in ESG rating on performance. Read more here (article written in German).

Apr 20, 2023 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS® in our Region – Sponsoring of the First International Piano Competition in Kronberg

“Music can change the world”, as Ludwig van Beethoven already knew. In the spirit of his words, we are delighted to support this year’s first International Piano Competition (link in German) for children and young people aged 6 to 19 in Kronberg. Already in its first edition, there were 291 powerful applications and videos from

Apr 20, 2023 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS – INSIGHT 4/2023 – Portfolio Holdings

• As a technical service provider, SPIE is strongly exposed to various future topics – from services in electrification and energy transition to the expansion of modern telecommunications infrastructures
• The company is pioneering the sustainability transformation with already strongly increased taxonomy revenues and transparently underpins this with ambitious targets

Jan 31, 2023 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS – INSIGHT 1/2023 – Portfolio Holdings

• Essity offers a resilient business model as a personal care development company, which has strong margin expansion potential in the current environment
• The company is pioneering the sustainability transformation of its set-up in the industry and transparently underpins this with ambitious targets

Jan 19, 2023 / by Katrin Douverne / In Allgemein / Leave a comment

SUSTAINAMENTALS – INSIGHT 1/2023 – Hidden Sustainability Champions

• We analyze where and how to find business models with a high and at the same time as steady as possible growth potential over the coming years, which are still undiscovered and undervalued.
• With real-world sustainability, we describe, among other things, the business models, companies and thematic areas that participate disproportionately well in the inevitable global upcoming sustainability transformation.
• The CHOM CAPITAL PURE Sustainability – Small Cap Europe UI bundles these hidden sustainability champions in a very focused way – we look forward to exchanging ideas with you!

Category: Allgemein