Profil
Sven-Uwe Ulbrich was the founder of Oaklet GmbH, founded in 2006, serving as Co-Managing Director.
Current jobs included Managing Director at W&P Financial Services GmbH since 2015, Director at PEH-Tochter Oaklet GmbH, Director at Axxion Deutschland Investmentaktiengesellschaft since 2014, and Co-Managing Director at Coraixx GmbH & Co. KGaA. Former jobs include Chairman-Management Board & CEO at capsensixx AG, Managing Director at PEH Wertpapier AG (Germany) from 2011 to 2019, Managing Director at PEH Wertpapier AG, Managing Director at W&P Financial Services GmbH (Germany) from 2014 to 2020, and Managing Director at PEH Wertpapier AG (Austria).
Postes actifs de Sven-Uwe Ulbrich
| Sociétés | Poste | Début |
|---|---|---|
PEH-Tochter Oaklet GmbH | Directeur/Membre du Conseil | - |
Axxion Deutschland Investmentaktiengesellschaft | Directeur/Membre du Conseil | 01/09/2014 |
Coraixx GmbH & Co. KGaA
Coraixx GmbH & Co. KGaA Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Directeur Général | - |
Anciens postes connus de Sven-Uwe Ulbrich
| Sociétés | Poste | Fin |
|---|---|---|
W&P Financial Services GmbH
W&P Financial Services GmbH Investment ManagersFinance Provides investment advice | Directeur Général | 25/02/2021 |
W&P Financial Services GmbH (Germany)
W&P Financial Services GmbH (Germany) Investment ManagersFinance W&P-Germany is a conservative, active investor which aims to achieve long-term growth by investing in global equity and debt across market caps, with a focus on German small- to mid-cap equity. The firm's investment approach is not benchmark-oriented and is built around the core belief that qualitative fundamental techniques are more effective future outperformance indicators than quantitative techniques. They follow a top-down/bottom-up fundamental approach and have developed a risk management process to monitor portfolios. W&P-Germany utilizes third-party research from financial institutions and independent research houses. | Directeur Général | 08/04/2020 |
PEH Wertpapier AG (Germany)
PEH Wertpapier AG (Germany) Investment ManagersFinance PEH Germany is an active, long-term manager which employs disciplined risk control in order to avoid losses in bad market conditions and generate higher positive returns in favorable market cycles. The firm believes that bonds and securities are the most important pillars of any investment and designs custom strategies and portfolios based individual plans and goals. | Head-Equity Investments | 30/12/2019 |
| CAPSENSIXX AG | Directeur Général | - |
PEH Wertpapier AG (Austria)
PEH Wertpapier AG (Austria) Investment ManagersFinance PW-IAustria is an active GARP-oriented investor and manages portfolios invested in equity, fixed-income and derivatives. They focus on European small- and mid-cap equity in the materials, healthcare and industrials sectors, and to a lesser extent, in North American, Asian and Australian securities. The firm uses quantitative and technical analysis, as well as an online fundamental research databank, which they utilize to obtain qualitative fundamental analyses. They aim to select companies with good market constituents and an above average historic growth structure. They assess the long-term correlation between a company's yield- and growth development and often meet with management as part of the research process. | Director of Investments | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
PEH Wertpapier AG (Germany)
PEH Wertpapier AG (Germany) Investment ManagersFinance PEH Germany is an active, long-term manager which employs disciplined risk control in order to avoid losses in bad market conditions and generate higher positive returns in favorable market cycles. The firm believes that bonds and securities are the most important pillars of any investment and designs custom strategies and portfolios based individual plans and goals. | Finance |
PEH Wertpapier AG
PEH Wertpapier AG Investment ManagersFinance Provides asset management and financial services | Finance |
W&P Financial Services GmbH (Germany)
W&P Financial Services GmbH (Germany) Investment ManagersFinance W&P-Germany is a conservative, active investor which aims to achieve long-term growth by investing in global equity and debt across market caps, with a focus on German small- to mid-cap equity. The firm's investment approach is not benchmark-oriented and is built around the core belief that qualitative fundamental techniques are more effective future outperformance indicators than quantitative techniques. They follow a top-down/bottom-up fundamental approach and have developed a risk management process to monitor portfolios. W&P-Germany utilizes third-party research from financial institutions and independent research houses. | Finance |
W&P Financial Services GmbH
W&P Financial Services GmbH Investment ManagersFinance Provides investment advice | Finance |
PEH Wertpapier AG (Austria)
PEH Wertpapier AG (Austria) Investment ManagersFinance PW-IAustria is an active GARP-oriented investor and manages portfolios invested in equity, fixed-income and derivatives. They focus on European small- and mid-cap equity in the materials, healthcare and industrials sectors, and to a lesser extent, in North American, Asian and Australian securities. The firm uses quantitative and technical analysis, as well as an online fundamental research databank, which they utilize to obtain qualitative fundamental analyses. They aim to select companies with good market constituents and an above average historic growth structure. They assess the long-term correlation between a company's yield- and growth development and often meet with management as part of the research process. | Finance |
Oaklet GmbH
Oaklet GmbH Finance/Rental/LeasingFinance Provides securitization and issuance services | Finance |
PEH-Tochter Oaklet GmbH | |
Axxion Deutschland Investmentaktiengesellschaft | |
capsensixx AG
capsensixx AG Financial ConglomeratesFinance Provides financial services | Finance |
Coraixx GmbH & Co. KGaA
Coraixx GmbH & Co. KGaA Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
















