Philipp Schmitz

Analyst-Equity at

alpha portfolio advisors GmbH

Consumer Services

Finance

Profile

Prof.
Dr. Philipp Schmitz has been responsible for the research of the alphaport strategy since 2015.
He worked for four and a half years as a research assistant to Prof.
Dr. Dr. h.c.
Martin Weber at the University of Mannheim.
Prof.
Dr. Schmitz gained practical experience from 2008 to 2014 while working as a portfolio manager at Oppenheim Kapitalanlagegesellschaft, where he was responsible for the implementation and further development of dynamic asset allocation mandates.
Prof.
Dr. Schmitz studied business administration at RWTH Aachen University and completed in 2007 his doctorate in the field of Behavioral Finance at the University of Mannheim.

Philipp Schmitz active positions

Companies	Position	Start
alpha portfolio advisors GmbH alpha portfolio advisors GmbH Investment ManagersFinance alpha portfolio advisors aims to generate sustainable added value (alpha) for their institutional clients. The firm’s core competencies are systematic selection of active asset managers and dynamic asset allocation.	Analyst-Equity	31/12/2014

All active positions of Philipp Schmitz

Former positions of Philipp Schmitz

Companies	Position	End
OAM Köln GmbH OAM Köln GmbH Investment ManagersFinance OAM actively manages a diverse range of funds invested across asset classes and strategies, primarily focusing on European securities. They rely on their partnership with US-based Prudential Financial for American securities. Third-party investment managers subadvise special concept portfolios. For investments in European equity markets, the firm has developed innovative fundamental-quantitative investment processes. They follow a top-down, macro-economic and fundamental research approach which seeks to identify both short-term cyclical changes and longer-term structural developments. After selecting industries and sectors, they follow a bottom-up approach which is fundamental, value-based and supported by company-level research.	Portfolio Manager-Equities	-

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Training of Philipp Schmitz

Experiences
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Linked companies

Private companies	4
RWTH Aachen University RWTH Aachen University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Mannheim University of Mannheim Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
OAM Köln GmbH OAM Köln GmbH Investment ManagersFinance OAM actively manages a diverse range of funds invested across asset classes and strategies, primarily focusing on European securities. They rely on their partnership with US-based Prudential Financial for American securities. Third-party investment managers subadvise special concept portfolios. For investments in European equity markets, the firm has developed innovative fundamental-quantitative investment processes. They follow a top-down, macro-economic and fundamental research approach which seeks to identify both short-term cyclical changes and longer-term structural developments. After selecting industries and sectors, they follow a bottom-up approach which is fundamental, value-based and supported by company-level research.	Finance
alpha portfolio advisors GmbH alpha portfolio advisors GmbH Investment ManagersFinance alpha portfolio advisors aims to generate sustainable added value (alpha) for their institutional clients. The firm’s core competencies are systematic selection of active asset managers and dynamic asset allocation.	Finance