Wermuth Asset Management

Profile

Wermuth Asset Management GmbH (“WAM”) is a German family office and BaFin-regulated investment adviser.

We prove through high risk-adjusted total returns that investment strategies which also insist on generating a positive environmental impact generate higher financial returns.

Attracting capital through performance, we intend to contribute to the move of trillions of euros into resource-efficient companies and renewable power – and thus help to slow and then stop climate change.

As the world economy is undergoing major structural changes we see outstanding investment opportunities. The internet, the rise in demand from emerging markets, competitive decentralized renewable energy and resource-efficiency have changed the rules of the game: a global “green industrial revolution” is under way with “energy, transport, food, and financial transitions” in full swing: many long-established companies and whole sectors will disappear while new champions are emerging.

We have in the past identified similar global macro trends ahead of others, like the transitions that were under way in Eastern Europe. We developed the detailed know-how to benefit from it: over the decade from its launch in March 1998 through March 2008 our first fund thus delivered a 13x gross return, which made it one of the best-performing funds of any style.

We have substantial experience working and investing in Western Europe and in emerging markets across all asset classes, as in economic and geopolitical analysis. We currently focus on investing in private companies in the “green growth” area. We see this as “the next thing”. This is because there is a strong demand from global population growth for more resource efficiency, as well as a shortage of capital. Moreover, new green growth technologies and business models often provide strategic input for our investments across all asset classes. Our founder, Jochen Wermuth, thus also serves as a member of the German government’s new sovereign wealth fund, its €24bn “Energy Transition Fund” (Atommüllentsorgungsfonds).