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This active fund invests exclusively in Swiss equities. The multi-stage selection process leads to a focused portfolio that avoids the high stock concentrations of traditional equity indices. This allows us to structurally favor small caps. With the fundamental approach, shares of companies are sought that offer the best price/performance ratio based on valuation and quali-ty criteria. This fund is best suited for clients who are looking for an active, diversified ap-proach to Swiss equities.
Name | Title | Since | Until |
---|---|---|---|
Daniel Klee | - | 2024 | Now |
Simon Umher | - | 2022 | Now |
Christoph Hitz | - | 2017 | 2021 |
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