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FERI AG
Marcel Renné · Asset Manager · Multi-Strategy
Founded in 1987 and headquartered in Bad Homburg, Germany, FERI AG is a leading independent multi-asset investment management and consulting firm. Originally established as Germany’s first multi-family office, the firm has evolved into a prominent asset manager serving institutional investors, foundations, and high-net-worth individuals across the DACH region. FERI provides comprehensive services in wealth management, investment consulting, and research-driven asset allocation. The firm is widely recognized for its proprietary research capabilities, particularly through the FERI Cognitive Finance Institute, which analyzes global megatrends and behavioral finance to guide investment decisions. As part of the MLP Group since 2006, FERI manages approximately €60 billion in assets, offering specialized expertise in both traditional and alternative investment strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.5% |
| YTD return | +19.4% |
| Sharpe ratio | 2.92 |
| Win rate | 55% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.feri.de |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.1% | +19.4% |
| AAPL | Apple Inc | 14.0% | +29.4% |
| MSFT | Microsoft Corporation | 10.3% | +2.4% |
| GOOGL | Alphabet Inc Class A | 10.1% | +35.3% |
| MU | Micron Technology Inc | 7.6% | +85.2% |
| AMZN | Amazon.com Inc | 7.5% | +13.3% |
| AVGO | Broadcom Inc | 5.8% | +7.4% |
| ASML | ASML Holding NV ADR | 3.8% | +42.9% |
| META | Meta Platforms Inc. | 3.0% | +8.8% |
| JPM | JPMorgan Chase & Co | 2.9% | +13.0% |
| V | Visa Inc. Class A | 2.7% | +8.0% |
| DELL | Dell Technologies Inc | 2.0% | +25.2% |
| CSCO | Cisco Systems Inc | 2.0% | +12.5% |
| WMT | Walmart Inc. Common Stock | 2.0% | -0.9% |
| JNJ | Johnson & Johnson | 1.9% | +5.6% |
| BRK-A | Berkshire Hathaway Inc | 1.9% | +1.5% |
| MA | Mastercard Inc | 1.9% | +3.0% |
| TSLA | Tesla Inc | 1.9% | +19.2% |
| ANET | Arista Networks | 1.8% | +19.3% |
| AMD | Advanced Micro Devices Inc | 1.8% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | V | 2.8% → 2.7% |
| Sep 21, 2026 | BUY | TSLA | 1.8% → 1.9% |
| Sep 21, 2026 | SELL | GOOGL | 10.0% → 10.1% |
| Sep 21, 2026 | SELL | META | 2.6% → 3.0% |
| Sep 21, 2026 | BUY | CSCO | 2.0% → 2.0% |
Investment Style Analysis
FERI AG is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, FERI AG made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
FERI’s investment philosophy is anchored in its proprietary 'Cognitive Finance' framework, which moves beyond traditional capital market theory by incorporating behavioral economics and the analysis of complex, non-linear systems. The firm adopts a holistic multi-asset approach, utilizing a 'multi-asset cube' to diversify portfolios across up to nine different asset classes, including significant allocations to alternative investments such as private equity, hedge funds, and infrastructure. This strategy emphasizes active management and long-term asset allocation based on structural megatrends rather than short-term market forecasting. By focusing on risk transparency and capital preservation, FERI aims to build resilient portfolios that deliver stable, risk-adjusted returns across varying market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with FERI AG.
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Frequently asked questions
How is the simulated portfolio for FERI AG constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is FERI AG's largest holding?
As of the latest filing, FERI AG's top position is NVIDIA Corporation (NVDA), representing 15.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is FERI AG's historical performance and risk profile?
Our simulation indicates a total return of +25.5% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 2.92, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does FERI AG primarily invest in?
FERI AG has a strong preference for the Semiconductors sector, which makes up 30.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is FERI AG's portfolio concentrated or diversified?
FERI AG runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 39.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has FERI AG performed in 2026?
Our AI-simulated model portfolio for FERI AG tracks a Year-to-Date (YTD) return of +19.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Marcel Renné manage FERI AG directly?
Yes, Marcel Renné serves as the key portfolio manager for FERI AG, overseeing the investment strategy and final capital allocation decisions.