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Investment Strategy/Objectives:The primary investment objective of the collective investment scheme is to achieve above average long-term growth in value by investing in an equity portfolio of Swiss small and mid cap companies. The fund invests over a long-term horizon using an active, structured selection process based on a bottom-up approach. Within the process companies with an attractive risk/return profile that are deemed to be undervalued are identified. The subfund’s investments are not selected according to sector criteria; they may focus on a small number of economic sectors. Furthermore, the companies are systematically checked for environmental, social and governance aspects (ESG) as part of the fundamental analysis. Corresponding risks are to be identified at an early stage and reduced in the portfolio.
Name | Title | Since | Until |
---|---|---|---|
Hilmar Langensand | - | 2013 | Now |
Pascal Seidner | - | 2013 | Now |
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