Active Swiss Equities
Key facts
| Since | 1998 |
| Market proximity | Privileged access to relevant decision makers |
| Investment focus | Companies' cash generation (CFROI) |
| Types of strategies on offer | Large, small and mid cap, long/short |
How we invest
Our team applies a disciplined bottom-up stock selection process leaning on our in-depth knowledge of Swiss-listed companies.
The investment team integrate their local expertise with that of Pictet Asset Management’s global research network.
Our investment philosophy
The team’s investment approach is based on three key beliefs.
First, they believe that an active and disciplined securities selection process based on fundamental analysis leads to long-term outperformance.
Second, the team focuses on companies of above-average quality with a strong management team, sustainable growth, positive free cash flow and solid balance sheets.
Third, the methodology used to select securities is based on a valuation approach that takes both the companies’ cash-flow potential and their invested capital into account.
Our portfolio managers
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Lorenz Reinhard
Head of Swiss Equities
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Andreas Hug
Co-head of Swiss Equities
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Fabian Haecki
Senior Investment Manager
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Fabrizio Cattaneo
Senior Investment Manager
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Driton Qazimi
Investment Manager
Contact us
Our Asia ex Japan business development and client relationship management team serves an array of institutional and intermediaries clients within the region from offices in Hong Kong, Shanghai, Singapore and Taiwan. Please contact us for ways we can help with your investment needs.
For general enquiries, please call +852 3191 1805 or email at PAMHK@pictet.com