New York-based Edwin Walczak is the senior vice president and heads the US equity team at Swiss group Vontobel Asset Management, a wholly owned subsidiary of Vontobel Holding. He is responsible for the Luxembourg domiciled Vontobel US Value Equity fund. Walczak believes that the best way to achieve capital appreciation and outperform the market is by investing in well-managed business with consistent operating histories and financial performance and they must also have favourable long-term economic prospects and the ability to generate free cash flow to make his portfolio. Born in the USA, Walczak has over 20 years' experience in the industry. He started out in 1978 as a financial analyst with Ford Motor Company in Michigan, USA and a year later he joined General Motors Corporation in New York where he was a member of the treasury department. In 1982 he moved to institutional asset managers Sanford C.Bernstein & Co, New York, which is a subsidiary of Alliance Capital Management, where he worked as an institutional salesman. He subsequently had a four-year stint as an institutional portfolio manager with US global investment group Lazard Freres Asset Management before Vontobel captured him in January 1988. Walczak graduated in 1975 with a BA from Colby College, Maine, USA before going on to Columbia University, USA where he completed an MA in International Politics in 1976 and an MBA in Finance in 1978.
Matthew Benkendorf was born in 1977 in New Jersey, United States of America. He earned a Bachelor of Science in finance from the University of Denver. Matthew joined Vontobel Asset Management, Inc. in 1999 where he is currently a portfolio manager. He manages his fund actively with a disciplined, bottom-up stock selection on the basis of the "High Quality Growth at Sensible Prices" investment approach. Outside of work he enjoys shooting, skiing and music.
The fund invests primarily in equities and similar securities of US companies that are undervalued relative to their market value. The fund aims to achieve a long-term absolute increase in capital by investing in a portfolio of shares of undervalued blue chip companies.
Rank 172/187 Total Return
Rank 92/187 Standard Deviation
Rank 67/187 Max Drawdown
|170||UNI-GLOBAL Equities US SA-USD||
|171||Nordea 1 - North American Value BP USD||
|172||Vontobel Fund - US Equity USD B||
|173||Invesco US Equity A Annual Distribution USD||
|174||Julius Baer EF US Leading-USD B||
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|92||HSBC GIF US Equity AD USD||
|92||Vontobel Fund - US Equity USD B||
|94||JPM America Equity A Dis USD||
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Month by Month Performance
Returns Vs Risk
- United Kingdom