Inside the mind of the investor: Mutares

Industrials

Inside the mind of the investor: Mutares

Contrarian investing in uncertain times – a conversation with Johannes Laumann of Mutares

Written by

Neil Shah

Executive Director, Content and Strategy

The markets tell us what investors are doing. But what, exactly, are they thinking? Edison’s Inside the mind of the investor aims to find out. In this edition, we talk to Johannes Laumann, CIO and board member of Mutares.

In a world marked by trade tensions, geopolitical uncertainty and market volatility, some investors thrive on the very conditions that make others retreat. Johannes Laumann, chief investment officer of Mutares, represents a breed of investor that sees opportunity where others see risk, turning market upheaval into competitive advantage.

‘I’m actually enjoying it’, explains Laumann when asked about the current volatile investment environment. ‘We’re focusing on carve-outs of distressed assets. So, whenever there are uncertainties in the market or changes in the market, this is beautiful for us.’

To read the full report, click the download button at the top of the page.

Latest

TMT | insight

IP Group – capital markets day

Industrials | insight

Metlen Energy & Metals: London calling, right now

insight

Results from Edison’s Investor Survey

Investment Companies | insight

JPMorgan European Discovery Trust – The power of small

Investment Companies | insight

Inside the mind of the investor: Rockwood Strategic

TMT

IP Group – capital markets day

IP Group hosted a capital markets day on 26 June 2025, which included presentations on the group’s investment strategy, pipeline, major themes and portfolio companies.

Continue Reading

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free