17/11/2017: €uro fondsxpress

Manager Talk: Uwe Rathausky vom Acatis Gané Value Event Fonds über Berkshire Hathaway, Bewertungen und Bonds
Aussteigen oder nachkaufen? Diese Frage stellten sich im Jahr 2016 Henrik Muhle und Uwe Rathausky, als sie über Novo Nordisk nachdachten - den dänischen Weltmarktführer für Diabetes-Medikamente. Sie hatten Novo Nordisk im Acatis Gané Value Event Fonds hoch gewichtet, als der Aktienkurs plötzlich massiv fiel. Muhle und Rathausky entschieden sich dafür nachzukaufen. «Artikel-Download»

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