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Zurich Invest Institutional Funds - Zif Aktien Usa Chf D3 (0P0000640R)

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3,016.713 +4.100    +0.14%
12/11 - Delayed Data. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 1.1B
Type:  Fund
Market:  Switzerland
Issuer:  GAM Investment Management (Switzerland) AG
ISIN:  CH0024447002 
Asset Class:  Equity
Zurich Invest Institutional Funds - ZIF Aktien USA 3,016.713 +4.100 +0.14%

0P0000640R Overview

 
On this page you'll find an in-depth profile of Zurich Invest Institutional Funds - Zif Aktien Usa Chf D3. Learn about the key management, total assets, investment strategy and contact information of 0P0000640R among other information.
Category

US Large-Cap Blend Equity

Total Assets

1.1B

Expenses

0.82%

Inception Date

Dec 21, 2006

Investment Strategy

The fund is aimed exclusively at institutional investors such as banks and brokerages (including customers of theirs who hold written asset management agreements), registered pension funds, insurance companies as well as service companies and industrial c The fund invests mainly in American stocks.

Contact Information

Address Hardstrasse 201
Zürich,Zurich CH-8037
Switzerland
Phone +41 58 426 63 56
Fax +41 58 426 60 15

Top Executives

Name Title Since Until
Not Disclosed - 2022 Now
Cyril Berchtold - 2019 2022
Michael M. Sommer - 2019 2022
Andrew S. Teufel Member 2012 2019
Biography Andrew has been with Fisher Investments since 1995 and is currently a Vice Chairman. Prior to his current responsibilities, Andrew was a Co-President of Fisher Investments and the Director of Research. Andrew has served as a lecturer at the Haas School of Business at the University of California, Berkeley, where he taught topics in investment management. He co-authored a number of investing books in the Fisher Investment On series. Prior to joining the firm, he worked at Bear, Stearns & Co. Inc. as a Corporate Finance Analyst in its Global Technology Group.
Richard E. Helm Senior Vice President 2008 2019
Biography Richard Helm, CFA, joined Cohen & Steers Capital Management in 2005 and currently serves as a Senior Vice President of the firm and is head of its large cap value portfolio management team. From 2001 to 2005, Mr. Helm was a senior portfolio manager of WM Advisors, Inc. From 1999 to 2001, he was vice president and senior portfolio manager of Northwestern Trust and Investors Advisory Company. Mr. Helm was also employed by Parametric Portfolio Associates and Morgan Stanley Asset Management in the United States, the United Kingdom and Japan. Mr. Helm is a chartered financial analyst. Mr. Helm has an MBA from University of Denver and a BS from University of Colorado.
Paul Schibli Portfolio Manager 2006 2008
Biography Paul Schibli, Portfolio Manager / Analyst in the Swiss equity research and portfolio management team within Mirabaud Asset Management, manages the Mirabaud - Swiss Equities Small and Mid and Mirabaud - Swiss Equity Asymmetric and has experience in the portfolio management industry since 1986. Prior to joining Mirabaud Asset Management, Mr Schibli was Head Equity Switzerland at Deutsche Asset and Wealth Management DWS which he joined in 2002 from Zurich Insurance where he worked as Head of Swiss Equities, Portfolio Manager and Analyst. Previous experience includes UBS and Swiss Trust Company, where he started his career in 1986.
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