Philipp Murer
Portfolio Management
Swiss equities are our home ground. Through fundamental analysis, patience and a keen eye, we identify companies that create value over the long term.
The Swiss equity market has been one of our core competences since our foundation. We focus consistently on fundamental analysis, on high-quality companies and on sustainable competitive advantages. This is how we identify attractive investment opportunities – both among established companies and among small and mid-caps.
Our long-standing track record with Swiss small and mid-caps and our multiple award-winning dividend strategy underscore our expertise. We make this know-how available to institutional clients via mandates and investment funds.
Our Swiss dividend strategy with excellent track record: broadly diversified and actively managed. The portfolio focuses on companies with solid business models, healthy balance sheets and trustworthy management. Selection is not only based on the dividend yield, but also on dividend growth and the sustainability of the dividend.
Our Swiss small and mid-cap fund with a 30-year track record: We focus on companies with a market capitalisation of less than CHF 5 billion, which are often in the industrial sector and pursue a long-term strategy. In the selection process, we pay particular attention to balance sheet strength, management and shareholders.
Our equity strategy aims to outperform the Swiss Performance Index (SPI) over the medium-term. This strategy primarily invests in large and mid-cap companies, with smaller companies added opportunistically.
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