Georg Oehm

Georg Oehm founded Mellinckrodt & Cie, in Zug, Switzerland, in 2008. He served as general manager and partner in a financial communications boutique in Frankfurt am Main, founded the CFD Association e.V. and served as its first general manager. He worked in business development and in the M&A business at the Metallgesellschaft AG for five years, followed by a five-year tenure in the field of special restructuring projects. From 2011, he was a member of the administrative board at the Zenergy Power Plc and at the Synety Group Plc from April 2011 to January 2016. Dr. Oehm serves as chairman of the advisory board at InCity Immobilien AG. He completed his Ph.D. at the University of Kiel, department of economics and social sciences. He started his career as a banking apprentice at the Dresdner Bank in Frankfurt am Main. Subsequently, he earned a degree in business administration in Mainz and Kiel.
I. What is important for fund investors The reporting season—especially in the U.S.—took a promising course. As a result, numerous stocks in the fund (e.g., Adidas, Lam Research, Teck) from all topic areas have experienced steep upward spurts. The temporary slump of the FANG stocks was absorbed quite well by the markets so far thanks to an intense sector rotation. The one-sided, rather emotional...

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I. FANG The English term for vampire teeth is also the acronym of the U.S. stocks that were most popular in the first half of 2018 F(acebook)A(mazon)N(etflix)G(oogle). Source: shutterstock, leo.org The price development in the first half year was phenomenal. A rise in prices of over 50% in six months—that doesn’t happen every day. FANG stocks making for more than 95% of the total price gain of...

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I. What is important for fund investors The first half year of 2018 was characterized by a back-and-forth. Bull market in January, the blues in the spring, no decision on the further direction so far. The fund is placed in a waiting position. Around two thirds are invested in stock, the rest comprises cash or hedged stocks. Mellinckrodt suffered losses in the first half year of 2018. Nonetheless,...

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Chronic unease isn’t a pleasant thing to deal with. But it’s important for the management of risk. You may wonder what this topic has to do with the burning oil rig. The connection is simple: British researchers have analyzed which oil rig managers have the fewest accidents. Complacent chief strategists aren’t very successful. Managers with “chronic unease” whose nature it is to suspect a risk behind...

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I. What is important for fund investors  The net stock ratio is at around 80%. The investment target of a performance on or above the level of the indexes Stoxx Europe 600 and DAX with a much lower volatility has been fully achieved last month. The focuses of the investment topics have not been changed significantly in May compared to April. The existing selection proved very positive for the price...

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Clauses in supply contracts that allow a supplier to withdraw from the contract when unexpected events (natural disasters, war, strike, sanctions) occur are called “force majeure,” meaning “superior force.” This is common especially in the commodity business. For example, BASF exercised its right of “force majeure” for a number of products after the fire in the port of Ludwigshafen in 2015, as it...

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I. What is important for fund investors • In late April, the net stock ratio was at 71%. At the end of March, it had still been at 0 %. • As of today (May 9, 2018), the stock ratio is at around 95 %, with no relevant hedging. • The weighting of the investment topics was shifted significantly toward late-cycle areas. • The risk management system is currently no longer YELLOW as it still was in late...

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The hoopla over Cambridge Analytica, the election campaign of The Donald, and its connection with Facebook’s use of private data was big. We almost got the impression that Hannibal Mark had climbed the sugar hills of the western Alps with his data elephants and was threatening the comfort zone of the Offline Occident. A call for regulations rang out immediately and loudly. However, in this context...

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In March, the correction at the stock markets, which had started in February, continued. In contrast to the previous months, Mellinckrodt’s performance was not stellar, with the biggest decline of the fund price to date since the fund was launched. The extent of the decline is comparable with the cumulative decline in the crisis months January and February 2016. This was caused by various aspects....

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The volatility at the stock exchanges is rising. Even casual bystanders have probably realized by now that the stock exchange light is yellow. But what are the reasons for the greatly increasing insecurity of the investors? With the world economy in a synchronous growth phase, it is difficult to see why it has come to price declines at this time. Four aspects will catch your eye when you track the...

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