Latest articles and managment commentaries
Management commentary
At the beginning of each month, we publish the latest Management Commentary, which analyzes the current market / fund situation and addresses the development of our companies in the portfolio.
Press releases
Fund manager Wiegel on Plug Power’s accounting errors20210323180801
Fund manager Wiegel on Plug Power’s accounting errors
March 23, 2021
Citywire AA-rated Manfred Wiegel: "We are at the beginning of a longer-term investment cycle, at kilometre five in a marathon, so to speak, there is no reason to either buy or sell the stock at the moment. In general, of course, this is not a glorious thing for any company or industry. For Plug Power however...
The promise and pitfalls of a major push into ‘green’ hydrogen20210209214846
The promise and pitfalls of a major push into ‘green’ hydrogen
February 9, 2021
Citywire Selector speaks to clean energy fund managers about their outlook for the space and if it is too risky to enter right now....
Citywire Selector: Manfred Wiegel, the top performer in 2020 reveals his stock universe20210120215711
Citywire Selector: Manfred Wiegel, the top performer in 2020 reveals his stock universe
January 20, 2021
The fund’s sectoral allocation is between hydrogen/fuel cells (36.09%), renewable energies (32.65%), elecromobility/batteries (14.68%), energy efficiency (5.74%), bio-food (1.08%) and treatment of drinking water (2.75%), with the rest being cash. Although it is not part of the fund at the moment, its universe is tracking the following themes:...
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