Discover our Secrets…

Welcome to GAMAX and thank you for your interest in our funds. Allow us to guide you through our website…

In addition to explaining who we are and what we do, our website serves to provides both potential and existing clients with a comprehensive range of continuously updated information.

If you are new to our website, we’d like to suggest a few areas you might like to visit:

• The Premium Investors Club: the ultimate resource in client service including access to GAMAX management.  The Premium Investors Club is available to you if you are a financial professional* and/or you represent an institutional investor*.
• FMM-Method: the proprietary investment methodology behind our fund-management team’s success.
• GAMAX Funds Maxi-Fonds Asien International: Ranked one of the world’s top-3 Asian equity funds three years in a row by €uro.
• GAMAX Funds Junior: one of the best performing global equity funds in the past five years.

If you would like to receive regular market information and news updates, just contact GAMAX’s client-service representative, Petra Topalovic, through your preferred channel and simply ask to be included in our regular mailing list.

*Gamax considers institutional investors clients identified by the following sections of the  DIRECTIVE 2004/39/EC OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 21 April 2004 on markets in financial instruments amending Council Directives 85/611/EEC and 93/6/EEC and Directive 2000/12/EC of the European Parliament and of the Council and repealing Council Directive 93/22/EEC, Annex II - Professional Clients for the purpose of this Directive: Part I: categories of clients who are considered to be professionals; Part II: clients who may be treated as professionals on request.

Dr. Ehrhardt answers important questions!

Alternative Investments

Gamax: What alternatives are there now for investors to protect their wealth? Is gold really the “cure-all” that many believe?

Jens Ehrhardt: Given the loss of confidence in paper money and related investments, investors are increasingly fleeing to the safety of real assets – meaning those that have intrinsic value due to their utility. Gold is one such investment, as evidenced by the recent rise in demand. But, other real assets, such as real estate and – in some cases – equities from solid companies, also offer an alternative for wealth protection.

Debt Crisis

Gamax: To what extent should the potential for a further escalation of the situation in Greece, Italy, Spain and Portugal, or even the possibility of a euro collapse, influence individual stock selection? Is it necessary to exclude certain sectors/countries?

Jens Ehrhardt: The most important thing is to avoid investments in the impacted regions, as well as in companies that have excessive exposure to bonds from Mediterranean countries – for instance, large French commercial banks. Moreover, every investor should bear in mind that this may even include large German pension funds, as they tend to invest in large volumes of such government bonds. Further protection is offered by our approach, which involves investing in highly liquid assets in order to facilitate rapid reaction to ever-changing market conditions.

Emerging Markets

Gamax: After the flight of capital in 2011, will emerging markets make a comeback among investors?

Jens Ehrhardt: We expect them to. Asian markets offer the best long-term risk/return characteristics.

Gamax: How correlated are emerging markets with the debt-burdened regions Europe and the US? Can they be viewed as an enhancement – or even an alternative – for investors?

Jens Ehrhardt: The relatively positive development of equity markets in some emerging market countries, such as Indonesia and the Philippines, demonstrates that there is indeed potential for these countries as an enhancement alternative in some portfolios. Remember, however, that their economies have also been impacted by the debt crisis. Dollar inflation has been “exported” to developing countries through extraordinary monetary policy easingmeasures, especially in the US, which has led to strong appreciation in local currencies. This resulted in lost competitiveness internationally and declining export activities, such as has been seen on Brazil.

.....if you want to read the complete interview and know why Dr Ehrhardt is positive on 2012, please access the Premium Investors Club. If you are still not member* of our Premium Investors Club, please register here.

*A membership in the Premum Investors Club is connected to requirements.