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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, Market Strategist

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.

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