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Bellevue Funds (lux) Bellevue Funds Entrepreneur Europe Small I Chf (0P0000TPKD)

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314.200 -0.950    -0.30%
21/11 - Closed. Currency in CHF
  • Morningstar Rating:
  • Total Assets: 133.63M
Type:  Fund
Market:  Switzerland
Issuer:  MDO Management Company S.A.
ISIN:  LU0631859575 
Asset Class:  Equity
Bellevue Funds Lux BB Entrepreneur Europe small I 314.200 -0.950 -0.30%

0P0000TPKD Overview

 
On this page you'll find an in-depth profile of Bellevue Funds (lux) Bellevue Funds Entrepreneur Europe Small I Chf. Learn about the key management, total assets, investment strategy and contact information of 0P0000TPKD among other information.
Category

Europe ex-UK Small/Mid-Cap Equity

Total Assets

133.63M

Expenses

1.48%

Inception Date

Jun 30, 2011

Investment Strategy

The sub-fund is an equity fund. The investment objective of the sub-fund is to achieve long-term capital growth by investing in shares and other equity securities. Two-thirds of these shares and equity securities are investments in carefully chosen small- and mid-cap companies that have their registered office or carry out the majority of their economic activity in recognised European countries and are mainly managed by owners. The universe for owner-managed companies is determined as follows: - One or more shareholders have significant shareholdings (at least 20%) and have a decisive influence on the corporate policy. - Listed on a recognised stock market or, in the case of an initial public offering, the company has applied for listing on the relevant exchange.

Contact Information

Address Kusnacht
Küsnacht, 8700
Switzerland
Phone +41442676700
Fax +41442676701

Top Executives

Name Title Since Until
Laurent Picard - 2022 Now
Birgitte Olsen - 2011 Now
Michel Keusch - 2013 2024
Biography Michel Keusch graduated with a DESS/MBA in International Management from the Universities of Strasbourg (France) and Bath (UK). After spending several years in the consumer goods industry in marketing functions (Procter & Gamble, Fromageries Bel), he worked 7 years at Credit Suisse First Boston from 1996 to 2003 in Geneva, Zürich and London. His role at CSFB was equity research analyst covering consumer goods and service companies in Europe with a particular focus on small & mid caps. Between 2004 and 2007, he worked for Credit Agricole Cheuvreux in a similar role as a senior equity research analyst. He also assumed the additional role of European sector coordinator of the Food, Beverages and Tobacco space. In August 2007, he left Credit Agricole Cheuvreux to establish Bellevue Group’s hedge fund operations.
Miroslav Zuzak - 2011 2013
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