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Bellevue Funds (lux) – Bellevue Entrepreneur Swiss Small & Mid B Eur (0P00019LV1)

Luxembourg

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196.160 +1.730 +0.89%

22/11 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 67.58M

Type: Fund

Market: Luxembourg

Issuer: Waystone Management Company (Lux) S.A.

ISIN: LU1477743899

Asset Class: Equity

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0P00019LV1 Overview

On this page you'll find an in-depth profile of Bellevue Funds (lux) – Bellevue Entrepreneur Swiss Small & Mid B Eur. Learn about the key management, total assets, investment strategy and contact information of 0P00019LV1 among other information.

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 either (i) have their registered office in Switzerland (ii) have their registered office outside of Switzerland but carry out the majority of their economic activity Switzerland or (iii) are holding companies that mainly hold investments in companies whose registered office is in Switzerland and which are mainly managed by the 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

Web www.bellevue.ch

Top Executives

Name	Title	Since	Until
Laurent Picard	-	2022	Now
Birgitte Olsen	-	2016	Now
Michel Keusch	-	2016	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.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Bellevue Funds (L.	196.160	+1.730	+0.89%