Events & Webinars
Events for Investors and Interested Parties
Together with our partner company ACATIS, we regularly organize events and webinars on current developments in the financial market, value investing, and the portfolios of ACATIS funds.
Webinars
In the webinar series, you will regularly receive detailed insights into the portfolios of selected ACATIS funds, as well as a monthly capital market outlook from ACATIS with Stefan Riße (Capital Market Strategist) and Johannes Hesche (Head of Qualitative Portfolio Management).
The webinars are aimed exclusively at professional investors.
Capital Market Outlook in December
Stefan Riße (Capital Market Strategist) and Johannes Hesche (Head of Qualitative Portfolio Management) discuss current developments in the capital market. After the webinar, the speakers will be happy to answer your questions.
Wednesday, 2025-12-10
11:00 AM–12:00 PM
ACATIS Value and Dividend
Gain insights into the ACATIS Value and Dividend portfolio with Johannes Hesche. Afterwards, the portfolio manager will be available to answer your questions.
Tuesday, 2025-12-16
11:00 AM – 12:00 PM
ACATIS Value Event Fonds
Gain insights into the ACATIS Value Event Fund portfolio with Johannes Hesche. Afterwards, the portfolio manager will be available to answer your questions.
Tuesday, 2025-11-25
11:00 AM – 12:00 PM
ACATIS Datini Valueflex Fonds
Gain insights into the portfolio of the ACATIS Datini Valueflex Fund with Dr. Hendrik Leber. Following this, the portfolio manager will be happy to answer your questions.
Tuesday, 2025-11-18
11:00 AM – 12:00 PM
Capital Market Outlook in November
Stefan Riße (Capital Market Strategist) and Johannes Hesche (Head of Qualitative Portfolio Management) discuss current developments in the capital market. After the webinar, the speakers will be happy to answer your questions.
Wednesday, 2025-11-12
11:00 AM–12:00 PM
ACATIS QILIN Marco Polo Asia Fund
Gain insights into the portfolio of the ACATIS QILIN Marco Polo Asia Fund with Dr. Stefan Albrecht. Afterwards, the portfolio manager will be available to answer your questions.
Tuesday, 2025-11-11
11:00 AM – 12:00 PM
ACATIS Fair Value Modulor Vermögensverwaltungsfonds
Gain insights into the portfolio of the ACATIS Fair Value Modulor asset management fund with Dr. Hendrik Leber, David Houdek, and Rainer Unterstaller. Afterwards, the portfolio managers will be happy to answer your questions.
Thursday, 2025-11-06
11:00 AM–12:00 PM
ACATIS AI Global Equities
Gain insights into the ACATIS AI Global Equities portfolio with Kevin Endler. Afterwards, the portfolio manager will be happy to answer your questions.
Tuesday, 2025-10-28
11:00 AM – 12:00 PM
ACATIS Aktien Global Fonds
Dr. Hendrik Leber provides insights into the portfolio of the ACATIS Global Equity Fund. After the webinar, the portfolio manager will be available to answer your questions.
Tuesday, 2025-10-21
11–12 am
Understanding the new world order for stable portfolios
The lecture series “Understanding the New World Order for Stable Portfolios” addresses opportunities and risks for investors in a changed global environment. Four ACATIS funds will be presented, accompanied by personal insights from the responsible portfolio managers and advisors.
Vienna, September 15, 2025
Zurich, September 16, 2025
Vaduz, September 17, 2025
Munich, September 19, 2025
and more…
ACATIS Fair Value Aktien Global
David Houdek and Rainer Unterstaller will discuss the portfolio of the ACATIS Fair Value Aktien Global fund. After the webinar, the portfolio managers will be available to answer your questions.
Tuesday, August 31, 2025
11:00 AM–12:00 PM
ACATIS Global Value Total Return
Dr. Eric Endress will discuss the portfolio of the ACATIS Global Value Total Return fund. The webinar will last approximately 45 minutes. Afterward, the portfolio manager will be available to answer your questions.
Tuesday, May 27, 2025
11:00 AM – 12:00 PM
The World in Transition – where We See Opportunities for your Portfolio
In a world undergoing profound change, many investors are seeking direction. Trade wars, inflation, geopolitical power shifts, and technological advancements are putting the financial markets to the test.
In his presentation, Dr. Hendrik Leber showed where the real opportunities lie today – and how investors can strategically position their portfolio.
Tuesday, June 24, 2025
6:00 PM – 7:30 PM
Capital market outlook in june
Stefan Riße (Capital Market Strategist) and Johannes Hesche (Head of Qualitative Portfolio Management) will discuss current developments in the capital market. The webinar will last approximately 45 minutes. Afterwards, the speakers will be available to answer your questions.
Wednesday, June 11, 2025
11:00 AM – 12:00 PM
Missed a webinar?
The videos from the webinar series “Funds and Facts” and “Value Added” are available to you in the ACATIS media library.
Note: For this, you need an ACATIS account, as these presentations are only aimed at professional investors.
Market Analyses and Presentations
Crash-Alarm: Dr. Hendrik Leber sieht gefährliche Blase am Aktienmarkt!
50% USA, 30% Europe, 10% Japan, 10% China
Dr. Henrik Leber
THAT’S WHY I Remain SKEPTICAL, but THESE Stocks Excite Me.
Dr. Hendrik Leber