Munich, Bavaria, Germany
I am an Equity Trader and Portfolio Manager with more than a decade of experience in global capital markets, specializing in portfolio management, asset allocation, and quantitative investment strategies. Since 2013, I have been managing portfolios for private investors and family capital, overseeing the full investment process including portfolio construction, risk management, security selection, and performance monitoring across global financial markets. My investment approach combines fundamental analysis, quantitative research, and data-driven decision-making to identify mispriced assets and long-term structural opportunities. A particular focus of my work is the development and management of my flagship portfolio “Technology Outperformance,” which has consistently exceeded its benchmark, the NASDAQ-100 Index, both in absolute and risk-adjusted terms. Through disciplined portfolio construction and systematic investment processes, the strategy has generated an average annual return of approximately 21.7%. Alongside this long-term strategy, I actively trade across multiple asset classes including equities, commodities, bonds, foreign exchange, derivatives, and options. In addition to my independent investment activities, I gained institutional experience as Portfolio Manager and previously Junior Portfolio Manager at WINBRIDGE Asset Management in Munich. In these roles, I managed diversified portfolios under regulatory investment guidelines, developed quantitative trading models, conducted capital market research, and contributed to investment committee discussions. Earlier in my career, I supported the Multi Asset team at MEAG, the asset manager of Munich Re Group. My academic background includes a Master of Science in Finance & Accounting and a Bachelor of Arts in Banking & Finance. My master’s thesis focused on forecasting stock prices using econometric and machine learning models, reflecting my interest in the intersection of financial markets, quantitative analysis, and data science. I am currently pursuing the Chartered Financial Analyst (CFA) designation to further deepen my expertise in portfolio management and quantitative investment strategies. I am pleased to share my CV and welcome the opportunity to connect with professionals across the asset management and investment industry.
During my internship in Portfolio Management at Focus Asset Management GmbH, I supported the investment team in analyzing global financial markets across equities, fixed income, commodities, and foreign exchange. Working closely with portfolio managers, I contributed to research supporting portfolio construction and investment decisions for diversified multi-asset portfolios. My responsibilities included conducting fundamental and quantitative analyses, monitoring portfolio performance, and preparing investment recommendations, market updates, and analytical reports. A key aspect of my role involved assessing macroeconomic developments and capital market trends to evaluate their implications for asset allocation and portfolio positioning. I analyzed companies, sectors, and investment opportunities using financial statement analysis, valuation techniques, earnings assessments, and market indicators. In addition, I evaluated investment risks and opportunities by examining economic data, industry developments, and market trends. I collaborated with portfolio managers on portfolio construction, security selection, and performance analysis. This included reviewing portfolio holdings, identifying investment opportunities, and supporting the implementation of investment strategies. Participation in investment meetings and strategy discussions provided valuable exposure to institutional investment processes and asset management practices. I also collected and evaluated financial and market data, maintained analytical databases, prepared performance and risk analyses, and supported the development of research materials for investment discussions. The internship provided extensive exposure to capital markets, portfolio management, and risk assessment. Through hands-on involvement in research-driven investment activities, I strengthened my analytical and quantitative skills and gained practical experience in applying financial theory to real-world investment decisions.
In my role as an Equity Trader and Portfolio Manager, I hold comprehensive responsibility for managing multiple investment portfolios tailored to the specific objectives and risk profiles of private investors. Over the past 13 years, I have successfully cultivated a track record of consistent, above-market returns, highlighted by the performance of my flagship public portfolio, "Technology Outperformance." This portfolio has achieved an average annual return of 20.4%, consistently outperforming the NASDAQ 100 Index in both total return and risk-adjusted performance, demonstrating my ability to combine strategic market insights with disciplined risk management. In addition to client-facing portfolio management, I am entrusted with the stewardship of familial assets, ensuring long-term growth and preservation of capital. My professional expertise extends beyond structured portfolios, as I actively engage in private trading across a wide spectrum of financial instruments, leveraging market opportunities in equities, derivatives, and alternative investment products. Through a combination of rigorous research, quantitative analysis, and strategic market positioning, I strive to deliver superior investment outcomes while maintaining a robust risk framework, continuously refining strategies to adapt to evolving market conditions and emerging trends.
As a Portfolio Manager at WINBRIDGE AG, I was responsible for the strategic oversight and management of multi-asset portfolios, ensuring strict compliance with legal, contractual, and internal standards. I executed independent trading operations across derivatives, equities, commodities, bonds, and FX pairs, managing complex portfolios with precision and strategic foresight. I developed, implemented, and communicated innovative investment and trading strategies designed to enhance asset management processes and optimize fund performance. Advanced quantitative trading systems were engineered under my guidance to improve returns, manage risk, and drive performance across asset classes. As an active member of the investment committee, I provided in-depth analyses, insights, and recommendations to support strategic decision-making. My work included extensive market research in dynamic capital markets, producing detailed commentaries and actionable insights for clients and internal stakeholders. I systematically maintained and evaluated trading and fund performance metrics to guide investment decisions and refine portfolio strategies. In addition, I ensured seamless communication with clients to align investment objectives and led the preparation and delivery of compelling sales and product presentations in collaboration with product management and sales teams. Collaboration was central to my role, coordinating closely with colleagues across the portfolio management team and other departments to drive organizational initiatives and strengthen performance. I contributed to team-based projects, demonstrating professionalism, strategic focus, and a consistent commitment to excellence in a highly motivated, results-driven environment.
As a Junior Portfolio Manager at WINBRIDGE AG, I supported the management and oversight of diversified multi-asset portfolios, ensuring full compliance with legal, contractual, and internal standards while contributing to consistent investment performance. I executed trading operations across derivatives, equities (stocks), commodities, bonds, ETFs, and forex pairs, applying disciplined risk management and detailed analysis to optimize returns and capture market opportunities. I assisted in developing, implementing, and communicating investment and trading strategies to enhance portfolio efficiency and support public and private fund mandates. I contributed to the design and use of quantitative trading tools that systematically identified opportunities across asset classes. As a participant in investment committee meetings, I provided analytical insights, prepared supporting data, and offered recommendations that informed strategic portfolio decisions. My responsibilities included conducting market research, producing actionable commentaries, and systematically tracking and evaluating trading and fund performance to ensure data-driven management. I maintained transparent communication with clients to align objectives, supported the execution of mandates, and collaborated in preparing and delivering sales and product presentations alongside product management and sales teams. Collaboration was central to my role, coordinating with colleagues across the portfolio management team and other departments to drive initiatives, achieve organizational goals, and foster a culture of high performance. By combining analytical rigor, disciplined risk management, and market insight, I consistently contributed to translating investment strategies into measurable results for clients and the firm.
During my role as a Multi-Asset Working Student at MEAG Munich Ergo Asset Management in Munich from August 2022 to February 2023, I supported portfolio managers in their daily activities, including monitoring financial markets, analyzing portfolio allocations, and preparing materials to inform investment decisions. I actively contributed to the development and refinement of quantitative models used for both strategic and tactical portfolio construction, ensuring data-driven insights were incorporated into the investment process. I performed comprehensive, data-based analyses to identify market trends, opportunities, and risks across multiple asset classes, combining macroeconomic research with sectoral and thematic insights. In addition, I independently produced detailed capital market analyses, evaluating global economic developments, sector dynamics, and key investment topics to support informed decision-making. The research findings and investment ideas I generated were consistently prepared and presented for internal meetings, allowing portfolio managers and stakeholders to make timely and well-supported investment choices. Furthermore, I assisted in analyzing fund and portfolio performance, preparing reports and presentations that highlighted relevant metrics and trends. I closely monitored global financial markets, gathering and organizing critical market data for the portfolio management team. Throughout my tenure, I collaborated intensively with portfolio managers and participated in cross-functional projects, contributing to research initiatives and asset allocation strategies that strengthened team performance and supported the overall investment objectives of the firm.