Swiss Equities

Stock selection is based on our own fundamental equity research – leading to our active and focused investment style.

We pursue an active and focused investment style. We invest with great conviction in carefully selected companies

Based on a “top-down” analysis we follow a sector approach combined with stock selection which also considers small and mid-sized companies.

The basis for all decisions is our own fundamental equity research with the emphasis on qualitative criteria. Of vital and particular importance in our decision-making process is ongoing personal dialogue with members of companies' top management. Qualitative company analysis is therefore a key element in our evaluations. In addition, our research of Swiss equities is extended by a comparison with their international peers and respective sectors.

A Swiss equity portfolio typically consists of approx. 30-50 positions. Our portfolios may deviate substantially from index development and are designed for an investment horizon of 3-5 years.