Stephan Bach

Stephan Bach Email and Phone Number

Portfolio Manager hos Sparinvest/Nykredit AM @ Sparinvest
luxembourg, luxembourg
Stephan Bach's Location
Copenhagen, Capital Region of Denmark, Denmark, Denmark
Stephan Bach's Contact Details

Stephan Bach work email

Stephan Bach personal email

n/a
About Stephan Bach

Chief Portfolio Manager. Managing Global Convertible Bond fund. Responsible for formulating, developing and executing investment strategy.Combination of top down and quantitative investment strategy with a qualitative overlay, utilizing long term equity and credit factor premia (Value in various forms, and Quality) with strong focus on risk management. Sustainability and ESG considerations have been integrated in the investment process since inception, and is composed of three pillars, each contributing to the sustainable and ESG profile of the portfolio with the ambition of enhancing risk adjusted return.Quantitative convertible bond investing involves many fields of investing, including equity and credit investing, asset allocation, factor investing and especially risk management.The strategy is different from what is normally seen in the convertible bond space with large potential for diversification in convertible funds of funds.For balanced multi asset portfolios our strategy offers a convertible strategy that is less dependent of growth companies as is normally seen in the convertible space. The addition of a convertible strategy to a balanced multi asset portfolio will often lead to higher risk adjusted returns due to the option based behavior of convertibles that cannot be replicated using equities and bonds.Sparinvest launched its global convertible bond strategy in 2016 as the first Nordic manager of convertible bonds. Highlighting the uniqueness of the strategy in the convertible bond space, the global fund return ranks among top 10% since inception in its Morningstar category of euro-hedged global convertible bond funds. AUM in the global strategy is EUR +375 million. Convertible bonds are corporate bonds with an embedded option that allows the investor to convert the bonds into company shares at a predetermined ratio. The combination of bond and equity in one single instrument makes convertible bonds an attractive asset class for most investors no matter whether you seek protected equity exposure, an enhanced yield instrument or an improved risk/reward profile of your balanced portfolio.Link to Morningstar: https://www.morningstar.dk/dk/funds/snapshot/snapshot.aspx?id=F00000Z2C8

Stephan Bach's Current Company Details
Sparinvest

Sparinvest

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Portfolio Manager hos Sparinvest/Nykredit AM
luxembourg, luxembourg
Website:
sparinvest.eu
Employees:
137
Stephan Bach Work Experience Details
  • Sparinvest
    Portfolio Manager
    Sparinvest 2014 - Present
    Copenhagen Area, Denmark
    Managing Global Convertible Bond fund
  • Schroders
    Analyst
    Schroders 2012 - 2014
    Copenhagen Area, Denmark
  • Kmd
    Analyst
    Kmd 2010 - 2012
    M&A and Corporate Strategy

Stephan Bach Skills

Convertible Bonds Risk Management Investment Management Portfolio Management Investment Strategies Data Analysis Equities Fixed Income Financial Modeling Economics Valuation Business Analysis Financial Analysis Market Research Credit Analysis Asset Allocation Trading Equity Derivatives Risk Analysis Statistical Data Analysis Market Analysis Bonds Asset Management Financial Markets Investments Derivatives Hedge Funds Quantitative Analytics Equity Research Bloomberg Client Relations Equity Valuation Factor Analysis Value Investing Portfolio Optimization Fixed Income Portfolio Management Financial Risk Management Client Presentation Financial Statement Analysis Fixed Income Analysis Fixed Income Strategies Backtesting Portfolio Risk Investment Portfolios Quantitative Investing Portfolio Managers Data Collection

Stephan Bach Education Details

Frequently Asked Questions about Stephan Bach

What company does Stephan Bach work for?

Stephan Bach works for Sparinvest

What is Stephan Bach's role at the current company?

Stephan Bach's current role is Portfolio Manager hos Sparinvest/Nykredit AM.

What is Stephan Bach's email address?

Stephan Bach's email address is ma****@****ach.com

What schools did Stephan Bach attend?

Stephan Bach attended Københavns Universitet.

What skills is Stephan Bach known for?

Stephan Bach has skills like Convertible Bonds, Risk Management, Investment Management, Portfolio Management, Investment Strategies, Data Analysis, Equities, Fixed Income, Financial Modeling, Economics, Valuation, Business Analysis.

Who are Stephan Bach's colleagues?

Stephan Bach's colleagues are Michele Le Ret, Jan Kjeldahl, Kristian Weeke, Cfa, Roberto Fernandez, Richard Jacqué, Mikkel Strørup 米哥, Betina Hansen.

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