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PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
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Filings indexed 333 across all filing types
Latest filing 2020-04-27 Earnings Release
Country DE Germany
Listing F PEH

About PEH Wertpapier AG

https://www.peh.de/

PEH Wertpapier AG is an owner-managed, independent financial services provider established in 1989. The firm specializes in asset management for private and institutional clients, offering tailored solutions that include discretionary portfolio management, strategic wealth planning, generational consulting, and foundation management. It develops and manages a range of investment funds, notably employing artificial intelligence (AI) for systematic stock selection within certain strategies. The company's service model is based on providing holistic, long-term financial advisory and partnership.

Recent filings

Filing Released Lang Actions
PEH Wertpapier AG erwartet nach Gewinnsprung 2019 und gutem Jahresauftakt ein profitables Jahr 2020
Earnings Release Classification · 100% confidence The document is a news release from PEH Wertpapier AG dated April 27, 2020, detailing financial results for the year 2019 (EBITDA, net profit, AUMA) and providing an outlook for 2020. It explicitly mentions 'Jahresergebnis' (Annual Result) in the keywords and reports full-year financial figures. This content strongly aligns with an Earnings Release (ER), which typically announces key financial highlights for a period. Although it covers the full year, it is presented as a news announcement ('DGAP-News') summarizing results, rather than the comprehensive, audited 10-K filing itself. The text also mentions that the full annual financial statements ('vollständige Jahresabschluss') are available for download elsewhere, supporting the classification as an initial release of results rather than the final statutory report. Therefore, Earnings Release (ER) is the most appropriate classification. FY 2019
2020-04-27 German
PEH Wertpapier AG: PEH EMPIRE Fonds bewahrt sich im Borsencrash - ganz deutliche Outperformance gegenuber Gesamtmarkt und Peer Group
Fund Information / Factsheet Classification · 99% confidence The document is a news release dated April 16, 2020, from PEH Wertpapier AG, discussing the performance of the PEH EMPIRE Fonds during the market crash. It details the fund's outperformance, investment strategy (AI-based, flexible asset allocation), and manager commentary. This content strongly aligns with an announcement regarding fund performance and strategy updates, which is often distributed as a general news release or regulatory filing. Since it is not a comprehensive annual report (10-K), a quarterly report (IR), a formal earnings release (ER), or a specific shareholder document (like DEF 14A or DVA), and it is a detailed announcement about a financial product's performance, it fits best under the general 'Regulatory Filings' (RNS) category as a miscellaneous corporate news item distributed via DGAP, or potentially an Investor Presentation (IP) if it were structured as slides, but given the format, RNS is the most appropriate fallback for a performance update news release not covered by other specific codes. However, since the content is entirely focused on the performance and strategy of a specific investment fund, and there is no specific code for 'Fund Performance Update', RNS serves as the best fit for this type of general market news release distributed via DGAP.
2020-04-16 German
PEH Wertpapier AG: Starkes 4. Quartal und deutliche Ergebnissteigerung 2019
Earnings Release Classification · 100% confidence The document is a news release dated March 6, 2020, titled "PEH Wertpapier AG: Starkes 4. Quartal und deutliche Ergebnissteigerung 2019" (Strong 4th Quarter and significant earnings increase 2019). It provides preliminary, unaudited key financial figures for Q4 2019 and the full year 2019 (EBITDA, net commission income, net income after tax). This content structure—a brief announcement of preliminary results with key metrics—is characteristic of an Earnings Release (ER). Although it mentions the final Annual Report (Geschäftsbericht 2019) will be published later, this document itself is the initial release of the period's performance highlights. It is too detailed for a simple Report Publication Announcement (RPA) but lacks the comprehensive nature of a full 10-K or IR. FY 2019
2020-03-06 German
PEH Wertpapier AG: Sentimentindikatoren signalisieren extrem uberverkaufte Aktienmarkte
Fund Information / Factsheet Classification · 99% confidence The document is a news release from PEH Wertpapier AG dated March 3, 2020, discussing market sentiment indicators, the performance of the PEH EMPIRE Fund, and commentary from the fund manager regarding recent market downturns and potential buying opportunities. It focuses on fund management strategy and market commentary rather than releasing official periodic financial statements (like 10-K or IR) or announcing a dividend or management change. The content strongly aligns with providing insights and commentary related to investment funds and market conditions, which is characteristic of an Investor Presentation (IP) or a general financial update. Since it is a news release detailing fund performance and strategy commentary, 'Investor Presentation' (IP) is the most fitting category, as it provides detailed information for investors, even if presented as a news release rather than a formal slide deck. It is not a formal Earnings Release (ER) as it focuses on fund strategy/sentiment, not company-wide earnings.
2020-03-03 German
PEH Wertpapier AG: PEH Wertpapier AG - Infiziert das Coronavirus die Markte? PEH-Fondsmanager Martin Sturner sieht keinen Grund zur Panik
Regulatory Filings Classification · 95% confidence The document is a news release dated January 30, 2020, from PEH Wertpapier AG, discussing the potential market impact of the Coronavirus, featuring commentary from a fund manager. It is distributed via DGAP-News, which typically handles general corporate news and regulatory announcements that don't fit specific financial report categories (like 10-K, ER, or IR). The content is an opinion/commentary piece on market conditions rather than a formal financial filing, an earnings release, or a management discussion and analysis (MDA). Since it is a general corporate announcement distributed through a news service and doesn't fit the specific definitions for AGM-R, 10-K, ER, IR, CT, etc., the most appropriate fallback category is Regulatory Filings (RNS), which covers miscellaneous regulatory announcements and news releases.
2020-01-30 German
PEH Wertpapier AG: PEH Wertpapier AG erwartet nach guten Netflix-Zahlen positive Quartalssaison fur FAANG-Aktien und hat Technologiequote im PEH EMPIRE Fonds weiter erhoht
Investor Presentation Classification · 99% confidence The document is a news release from PEH Wertpapier AG, dated January 22, 2020, distributed via DGAP-News. It discusses the fund manager's outlook based on recent earnings (Netflix) and details specific investment decisions (increasing technology exposure in the PEH EMPIRE Fonds, favoring Microsoft and Alphabet). This content is a commentary on market performance, investment strategy adjustments, and future expectations, rather than a formal regulatory filing like a 10-K, an official earnings release (ER) which typically contains structured financial tables, or a formal report (AR, IR). It functions as an update or commentary for investors. Since it is not a formal report itself but an announcement providing investment insights and performance commentary, it aligns best with a general Investor Presentation (IP) or a Regulatory Filing (RNS) if it were less specific. Given the detailed commentary on fund strategy and market outlook, 'Investor Presentation' (IP) is a strong candidate, although it is presented as a news release. However, since it is a direct commentary on investment strategy and market views from a fund manager, and not a formal statutory report, it is most closely related to investor communication materials. If we must choose from the provided list, and recognizing it is a news release detailing investment strategy and outlook, it is often categorized as an Investor Presentation (IP) or a general Regulatory Filing (RNS). Given the depth of the commentary on specific stock picks and fund performance, IP is more descriptive than the generic RNS. However, since it is explicitly distributed as a 'DGAP-News' and is not a structured presentation deck, RNS (Regulatory Filings / General Announcement) serves as a safe classification for non-standard, market-moving news releases that don't fit the other specific categories like ER or MDA.
2020-01-22 German

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