HWB Capital management (HWB) in partnership with LRI Group (LRI), a leading investment services company, has outperformed its peers with each of the nine funds in the first half of 2019.
Launched in 2002, HWB manages nine open-ended investment funds, all registered in Luxembourg, boasting EUR 230 million assets. It focuses mainly on traditional, publicly traded corporate stocks and convertible bonds, looking at companies with an outstanding market position, a high equity ratio and higher than average earnings to revenue growth.
H Willi Brand, Chairman of HWB Capital Management, says: “We had a stellar start in 2019 with our funds outperforming our peers. We have invested globally in growth stocks and leveraged sustainable market trends.
“Our HWB Portfolio Plus fund has achieved 23.60 per cent so far this year and is ranked top out of 144 in the mixed fund category. Our fund HWB Dachfonds VeniVidiVici has also performed better than the market so far with 22.87 per cent and is ranked first out of 88 in the funds of funds category (70 per cent equity funds).
“Convertible bonds have experienced better performance as they are typically subject to less pronounced or significantly shorter market corrections.
“We are very pleased how this strategy is performing. We have seen great interest from institutional investors and we are on track for an outstanding 2019.”
Utz Schüller, Managing Director of LRI Group, says: “We are very happy to see HWB Capital Management achieve great performance across all nine of its funds. The strategy continues to go from strength-to-strength and is attracting considerable interest from investors. We are proud of being in a trustful relationship for almost 20 years and look forward to continuing to work with HWB Capital Management and being part of the ongoing success story.”
