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  • Johannes Heimeldinger
Managing Director Pecora Capital Deutschland GmbH<br>Portfolio Manager, Infiba Vermögensverwaltungs AG, Liechtenstein

Johannes Heimeldinger

Managing Director Pecora Capital Deutschland GmbH
Portfolio Manager, Infiba Vermögensverwaltungs AG, Liechtenstein

Industry start: Bavaria

Location: Bavaria

Johannes is a portfolio manager of Chatrier Value Fund and, together with Thomas Kleber, one of the architects of the fund’s investment strategy. He is a co founder of Pecora Capital GmbH, the fund’s initiator, and, as managing director of Pecora Capital Deutschland GmbH, oversees the strategy’s presence in the German market.

Johannes believes that a disciplined, value oriented approach drives long term alpha. Influenced by the principles of Benjamin Graham and Warren Buffett, he applies a conservative value investment style and continually works to identify new opportunities.

He defined the four pillars that shape the Chatrier portfolio:

  1. Family owned world market leaders
  2. Companies trading below their liquidation value
  3. High quality businesses at fair prices
  4. Historically cheaply valued cyclicals based on fundamental metrics

Johannes studied business administration at the University of Passau. He began his career in investment roles across real estate and private equity and, together with his wife, oversees a family business in its fifth generation. He lives with his three children in Southeast Bavaria.