Michael Richter
Michael Richter, head of asset management team, Epicon Investment
Based in: Vienna, Austria
“Improving economic data, especially in the US, make us feel very comfortable with our being overweight in equities. To reflect our, at least short-term, bullish sentiment and our expectations of rising inflation, we substituted the JPMF International Bond Fund with the Dexia Inflation Linked Bond Fund, which should perform well. Further, we sold the Griffin Eastern European Fund and brought on the Magna Eastern European Fund.”
Amount (E) Fund
12,000 American Express Epic Emerging Market Liquidity
10,000 M&G Global Leaders (equity global)
8000 Dexia Inflation Linked Bond Fund
8000 Meinl European Land (Real estate Eastern Europe)
7000 Invesco GT Global Corporate Bond Fund (investment grade)
7000 Newton Japan Equity
7000 Oyster FFP Emerging Markets
6000 Fidelity European Growth
6000 Invesco Extra Income (Global corporate bonds, focus BB rating)
6000 Magna Eastern Europe Fund (Equity Eastern Europe)
5000 American Express European Small & Mid Cap
5000 Nordea I North America Value
5000 Aberdeen Sovereign High Yield Bond (emerging markets bonds)
4000 Merril Lynch US Small Cap Value
4000 American Express Epic Global High Yield Euro
