Ansprechpartner Institutionelle Anleger
David Berenger
Vice President - European Business Development
Telefon: +33 67595 4651
E-mail: dberenger@tortoiseadvisors.com
Ansprechpartner Wholesale Anleger
David Berenger
Vice President - European Business Development
Telefon: +33 67595 4651
E-mail: dberenger@tortoiseadvisors.com
Unternehmen im Überblick
Tortoise specializes in essential assets and income investing. Essential assets serve critical needs in society while also providing essential needs in client portfolios, such as diversification and income. Through a variety of investment vehicles, Tortoise offers a wide range of solutions, focused on clients’ evolving needs.
Marktposition und Zielkunden
Tortoise is a leader in essential assets and income investing. Through its registered advisers, Tortoise provides investors access to differentiated active and passive investment solutions and market insights and had $20.2 billion assets under advisement as of Dec. 31, 2017. We aim to serve both institutional and private clients in Germany, and selected other European countries.
For further information please check here.
Allgemeine Investmentphilosophie
Tortoise is a leader in essential assets and income investing. Established platform with strong performance. Proven track record of growth and innovation. Robust institutional and retail development team. Client-first, team- based culture.
Investmentstrategien
Aktien Strategien
unterkategorie |
|
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Euroland / Europa |
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Nordamerika / USA |
x |
Japan |
|
Global |
|
Asien ex Japan |
|
Lateinamerika |
|
Afrika |
|
Emerging Markets (global) |
|
Themen / Sektoren |
x |
Marktkapitalisierung (Large-, Mid-, Small-Cap) |
|
Aktiv |
x |
Passiv |
x |
ETF |
x |
Andere |
x |
Kompetenz des Hauses bezüglich Aktien Strategien
Tortoise has a fundamental, research-driven investment process, utilizing proprietary financial, risk and valuation models.
Renten Strategien
unterkategorie |
|
---|---|
Staatsanleihen |
|
Pfandbriefe |
|
Unternehmensanleihen |
|
High Yield Unternehmensanleihen |
x |
Emerging Markets |
|
Nachrang Anleihen |
|
ABS, CLO |
x |
Inflationsgeschütze Anleihen |
|
Municipals |
|
Global Unconstrained |
|
Aktiv |
|
Passiv |
|
ETF |
|
Andere |
x |
Infrastruktur Strategien
unterkategorie | |
---|---|
Transport und Verkehr |
|
Energie | x |
Kommunikation |
|
Versorgung | x |
Soziale Infrastruktur |
|
Listed Infrastructure |
x |
Andere |
|
Kompetenz des Hauses bezüglich Infrastruktur Strategien
Investment approach focused on the entire energy value chain. Focus on the midstream energy infrastructure sector.
For further details please check here.
Loans / Private Debt Strategien
unterkategorie |
|
---|---|
Senior Loans |
|
Leveraged Loans |
|
Secured |
|
Unsecured |
|
Infrastruktur |
|
Commercial Real Estate |
|
Residential Real Estate |
|
Corporate Loans |
|
Direct Lending |
x |
Andere |
|