Equities

We are perhaps best known as the pioneers in thematic investing.

Beginning in the mid-1990s, we have developed a full range of standalone thematic equity strategies, managed by teams based in our Geneva and Zurich offices. Each one of our thematic strategies, from Water through to Robotics has a global reach. Unlike a typical global equity manager, our Thematics teams are not generalists but specialist experts in understanding companies operating in growth pockets of the global economy underpinned by megatrends.

Since 1999, our quantitative franchise has been at the forefront of quant investment, guided by four pillars: innovative research, advanced technology, customised solutions, and quantitative discipline.

Their latest advancement, an AI-driven stock selection model, demonstrates this commitment, drawing on proprietary research published in leading academic journals.

Our Positive Change team invest in the transition towards a more sustainable and equitable future through a core unconstrained global equity approach with impact at its core.

The team select companies across sectors whose products and services are either currently aligned to the UN Sustainable Development Goals, are improving their alignment, or where they identify the potential and willingness to improve alignment. The team also actively engage with companies to encourage change for the better.

We began investing in global emerging equities in 1989 as we were early to recognise the investment opportunities in these rapidly developing markets.

Since then, we have been managing a range of global, regional and country strategies for clients around the world. The asset class is a key area of expertise for our firm with investment professionals based in London and Hong Kong.

As one of the first European managers to establish operations in Japan in the 1990s, we offer a range of active equity strategies focused on this compelling economy. We have one of the most established and experienced teams in the industry based in our London and Tokyo offices.

Our home market, we have an experienced, industry-leading team that run a range of active bottom-up equity strategies focused on the unique and high quality opportunities available in Switzerland.

Whilst we remain a house that believes in active management, being client-led we acknowledge that many clients also require more index-based equity solutions for at least some of their equity allocations. Our team based in our Geneva offices deliver high quality best-in-class indexed equity exposure across a full range of region.

Since 2000 we have launched a range of equity hedge funds covering global and regional, directional and market neutral approaches. We believe the key to success is offering our hedge fund managers freedom to invest, minimising distractions whilst supporting them with the research platform, trading operations and risk management of a large asset manager.