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You are here: Manager factsheet

Stefan Lowenthal

Macquarie Investment Managemen
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Manager profile
Stefan Löwenthal is Chief Investment Officer at Macquarie Investment Management Austria and has full responsibility for the company’s investments. He is also head of the five member investment team, who makes strategic investment decisions (approval of new funds, development of new strategies, etc.). Moreover, Mr. Löwenthal is head of the portfolio management team, which is responsible for asset allocation and overlay decisions, fund management and capital market analysis as well as the development of new investment strategies. Prior to Macquarie Austria, Mr. Löwenthal studied “Management Science” at the University of Economics Vienna. Besides his activities at Macquarie Austria, he teaches at the University of Vienna and the University for Applied Sciences IMC Krems. He is a CFA charterholder and has been working within the financial sector since 2008.
Total return for Stefan Lowenthal
Discrete calendar year performance : Stefan Lowenthal

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Stefan Lowenthal 6.9 -8.1 - - - -0.2 -6.2 1.1 25.9 -6.1
Peer Group Composite 10.4 -4.3 - - - 2.5 -2.9 3.1 21.6 2.2
Over / Under -3.5 -3.8 - - - -2.7 -3.3 -2.0 4.3 -8.3
Performance vs peer group composite: Stefan Lowenthal
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
1 year
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Macquarie Global Listed Real Assets Co-managed FO Mixed Asset - Flexible since Sep 30 2020 to present
Funds managed previously
Fund Periods
Macquarie Emerging Market Convertible since Feb 01 2008 to fund close
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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