{"id":1590,"date":"2021-01-04T17:44:42","date_gmt":"2021-01-04T16:44:42","guid":{"rendered":"http:\/\/entwicklung.noramco.de\/?page_id=1590"},"modified":"2026-06-02T13:47:17","modified_gmt":"2026-06-02T12:47:17","slug":"aktuell","status":"publish","type":"page","link":"https:\/\/www.noramco.de\/index.php\/aktuell\/","title":{"rendered":"Aktuell"},"content":{"rendered":"\t\t
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Lesenswertes rund um unsere Fonds<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Investieren in Zeiten von KI<\/a><\/h5>

Chris Davis, Portfoliomanager des Davis Value Fund, hat sich intensiv mit dem Thema \u201eK\u00fcnstliche Intelligenz\u201c besch\u00e4ftigt.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Marktkommentar - Goodhart Global Real Return Fund<\/a><\/h5>

zum 31.03.2026<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Marktkommentar - Alger American Asset Growth Fund<\/a><\/h5>

zum 31.03.2026<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Marktkommentar - Alger Dynamic Opportunities Fund<\/a><\/h5>

zum 31.03.2026<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Marktkommentar - Alger Small Cap Focus Fund<\/a><\/h5>

zum 31.03.2026<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Interview mit Sandy Nairn und Alan Bartlett von Goodhart<\/a><\/h5>

The Market hat sich im Rahmen des Fonds professionell Kongress 2026 in Mannheim mit den beiden Fondsmanagern von Goodhart Partners \u00fcber KI und deren Finanzierung unterhalten.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Zwischen KI-Euphorie und Zinsrealit\u00e4t<\/a><\/h5>

US-Wachstumswerte stehen erneut im Spannungsfeld zwischen Zinserwartungen, KI-Fantasie und Bewertungsfragen. Wie positioniert sich Alger in diesem Umfeld?\n06.02.2026<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Goodhart Partners und Noramco gehen strategische Partnerschaft ein<\/a><\/h5>

Pressemitteilung - 15.12.2025<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Marktkommentar - NORAMCO Quality Funds Europe<\/a><\/h5>

zum 30.06.2025<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Never bet against America!?<\/a><\/h5>

Themen-Tag USA bei Drescher & Cie. u.a. mit Kevin Collins von Alger - deutsche Version (Mediathek Fondsplattform), 03.06.2025<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Growth und Value: Wie agieren Alger und Davis in der neuen Wirtschaftsordnung?<\/a><\/h5>

Pr\u00e4sentation des NORAMCO Quality Funds USA mit Kevin Collins von Alger, Peter Sackmann von Davis und Edgar Bauschert von NORAMCO - deutsche Version (Mediathek Fondsplattform), 24.04.2025<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Marktkommentar - Davis Value Fund<\/a><\/h5>

zum 31.12.2024<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Marktkommentar - Davis Global Fund<\/a><\/h5>

zum 31.12.2024<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Investieren vor der Wahl: Favoritenwechsel bei US-Aktien?<\/a><\/h5>

Fondspr\u00e4sentationen und Gespr\u00e4chsrunde mit u.a. Peter Sackmann von Davis - deutsche Version (Mediathek Fondsplattform), 29.05.2024<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Glorreiches Wachstum: Glorreiche Sieben und mehr<\/a><\/h5>

Webinar mit Kevin Collins \u00fcber den Alger American Asset Growth Fund - deutsche Version (Mediathek Fondsplattform) 15.02.2024<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Lesenswertes rund um unsere Fonds Investieren in Zeiten von KI Chris Davis, Portfoliomanager des Davis Value Fund, hat sich intensiv mit dem Thema \u201eK\u00fcnstliche Intelligenz\u201c besch\u00e4ftigt. Marktkommentar – Goodhart Global Real Return Fund zum 31.03.2026 Marktkommentar – Alger American Asset Growth Fund zum 31.03.2026 Marktkommentar – Alger Dynamic Opportunities Fund zum 31.03.2026 Marktkommentar – Alger […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-1590","page","type-page","status-publish","hentry"],"yoast_head":"\nAktuell - NORAMCO Fonds<\/title>\n<meta name=\"description\" content=\"Aktuelle News, Kommentare und Updates zu den NORAMCO Quality Funds, der Davis Funds SICAV und Alger SICAV.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.noramco.de\/index.php\/aktuell\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Aktuell - NORAMCO Fonds\" \/>\n<meta property=\"og:description\" content=\"Aktuelle News, Kommentare und Updates zu den NORAMCO Quality Funds, der Davis Funds SICAV und Alger SICAV.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.noramco.de\/index.php\/aktuell\/\" \/>\n<meta property=\"og:site_name\" content=\"NORAMCO Fonds\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-02T12:47:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.noramco.de\/wp-content\/uploads\/Davis_AI-cat.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data1\" content=\"5\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.noramco.de\\\/index.php\\\/aktuell\\\/\",\"url\":\"https:\\\/\\\/www.noramco.de\\\/index.php\\\/aktuell\\\/\",\"name\":\"Aktuell - 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