Swiss Equities

Investing in excellent companies in Switzerland.

How we can help you

Switzerland may be small but its equity market is not. It includes a large number of multi-national, global market champions as well as high performing, small- and mid-sized companies.

Our Swiss equities team invests in attractively valued companies with improving profitability. We follow all industry sectors and market capitalization segments.

Being active asset managers, we take a hard look at each portfolio candidate before making an investment decision. Our roughly 200 direct contacts with target companies each year – including meetings with top management, and factory visits – give us an information edge. We also use proprietary financial models to gauge the future development of sales, profits, and margins.

We believe sustainable companies are usually well equipped for future challenges, which increases their chances of long-term success. Therefore, we include ESG criteria into our investment decisions.

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Why partner with us?

Local information advantage

Close contact with companies plus focus on the Swiss market enable accurate competitive analysis.

Able to find undervalued companies

Proven mix of quantitative and qualitative analysis to enable us to identify undervalued companies.

Active, high-conviction approach

We build concentrated portfolios consisting of equities of excellent companies.

Meet the team