VIG Maraton Total Return Investment Fund

Portfolio reports for July

Vitaliy Poplavets

 

He graduated from Kyiv National Economic University in 2005 with a master’s degree. In 2012, he received the Diploma of Certified Asset Manager (Ukrainian Stock Market Development Institute).

Prior to Aegon, he gained experience in UIC Generali Garant (Generali Group, IT; 2006-2009), Fortis Life Insurance Ukraine (Fortis Group, NL; 2009-2011), Fidem Life (Horizon Capital, US; 2009-2013) . He joined Ukrainian Aegon Life in 2013 (Aegon Group, NL; 2013-2017). From February 2017, it will strengthen the Hungarian Aegon Fund Manager.

He is the portfolio manager of the Aegon International Bond Fund and participates in the management of the Aegon Emerging Europe Bond Investment Fund.

Péter Richter

 

Péter Richter is the junior equity portfolio manager of AEGON Investment Fund Management. He joined Aegon Fund Manager in 2017 to support the work of portfolio managers. He graduated from Corvinus University of Budapest in 2017. Its main task is to implement the asset allocation strategy in the fund portfolio.

He is currently studying for a Master’s degree in Finance at the Corvinus University of Budapest.

György Pálfi

 

In 2007 he graduated from the Faculty of Business Administration of the Budapest University of Economics, majoring in Capital Market and Company.

He started his career at Allianz Fund Management, where he worked as an equity portfolio manager.

Since 2009 he has been an equity portfolio manager at AEGON Fund Management.

In 2013, he earned a CFA degree that is both professionally and internationally recognized.

In 2017, he won the special award of Dorsum Zrt., The Emerging Portfolio Manager of the Year 2017 award at the Privátbankár.hu Klasszis award ceremony.

He is responsible for managing Aegon Russia, Aegon Polish Equity, Aegon Smart Money, Aegon Bessa and Aegon MegaTrend, Aegon Alpha, Marathon Active Mixed, Aegon Central European Equity, Aegon Ozone Fund.

 

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Gábor Németh

 

Gábor Németh graduated from the Corvinus University of Budapest in 2009 with a bachelor’s degree in economic mathematics analysis, and in 2011 he completed his university studies as a first-year master’s degree in finance.

He first expanded his investment knowledge in 2012 at the Banker Training Asset, Fund, Portfolio training. Between 2013 and 2015, he passed all three exams in the Chartered Financial Analyst (CFA) program, thus earning a professionally and internationally recognized CFA degree in 2015. In 2011, he joined the asset management team at Aegon Fund Management, where he is expected to work first as an analyst and then as a bond portfolio manager.

Aegon Polish Bond, Aegon Polish Money Market, Aegon Money Market Investment Fund. Participates in the management of the Aegon Ozone Annual Capital Protected, Aegon MoneyMaxx Express Absolute Return Investment Fund.

His analyzes and comments appear in the economic media and in the materials of well-known news agencies. In 2014 and 2015, the Aegon Money Market Fund it managed proved to be the best in its category. He started in 2014 in the investment competition of Haszon Magazin, which he won in 2015 after finishing the competition.

His main areas of interest are investor psychology, technical analysis and the value-based investment approach.

András Loncsák

 

He has worked in the sector for 18 years, of which he spent 8 years at Aegon Fund Management and is currently the head of the equity business.

Managed portfolios without the need for completeness:

Aegon Alpha Absolute Return Investment Fund (Senior Portfolio Manager);
Aegon IstanBull Equity Investment Fund;
Aegon Central European Equity Fund;
Aegon Marathon Active Mixed Investment Fund.

It focuses primarily on investment opportunities in Central and Eastern Europe.

Ádám Bakos

 

He graduated from the Faculty of Business Administration of the Budapest University of Economics in 2003, majoring in financial investment analysis and risk management.

He started his career at K&H Bank, where he dealt with corporate lending.

Since 2005 he has been a portfolio manager at K&H Fund Management.

In 2008, he earned a CFA degree that is both professionally and internationally recognized. He has been a bond portfolio manager at AEGON Fund Management since 2009 and head of the bond business since 2013. Dedicated funds: AEGON Domestic Bond Fund, AEGON MoneyMaxx Absolute Return Fund.

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