Berenberg’s Kraus: ‘I want to buy good businesses and close my eyes for the next 10 years’
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Peter Kraus, manager of Berenberg’s European Small Cap and European Micro Cap funds says he is strongly averse to selling companies in his portfolio.
‘I’m not known for having a high turnover portfolio. I really hate selling. My personal ambition is to never sell - buy a good business and close your eyes for the next 10 years,’ Kraus said.
The Citywire AAA-rated manager explains in this podcast how he approaches research in a market that lacks coverage from analysts.
‘I’m not known for having a high turnover portfolio. I really hate selling. My personal ambition is to never sell - buy a good business and close your eyes for the next 10 years,’ Kraus said.
The Citywire AAA-rated manager explains in this podcast how he approaches research in a market that lacks coverage from analysts.
