Olivier Aeschlimann

Functions as a College/University

IAM is an active, growth-oriented manager which constructs portfolios invested globally in equity, fixed-income, precious metals and real estate. They focus on Swiss, European and North American blue-chip and large-cap equity; however, they have no market-cap restrictions and no particular sector focus. As a real estate investor they primarily invest in Swiss securities and invest in global real estate markets via REITs. The firm's investment process combines top-down asset allocation and bottom-up sector and stock selection. They aim to identify companies with strong management teams, which are concerned about shareholder value, and which have leading market positions and a significant unexploited market opportunity. IAM conducts fundamental analyses to determine future cash flow. They utilize in-house research for local investments which they complement with third-party research. They employ quantitative tools, primarily as risk and exposure control measures.

Unigestion aims to minimize downside losses and generate long-term outperformance by constructing diversified portfolios. They believe that intelligent risk-taking is key to delivering consistent returns over time. This core conviction underpins their investment approach across four areas of expertise – equities, private equity, liquid alternatives and multi asset.

BCV-IM is an active, growth-oriented manager which aims to achieve above average, risk-adjusted returns over the long-term. The firm allocates investments between asset classes on the basis of a top-down analysis. Their equity strategy committee makes the sector and style allocations for each geographic region, forming the basis of all portfolio management decisions. The purpose is to optimize weightings and construct benchmark portfolios. For bond selection, BCV-IM uses the same process. After the bond strategy committee meets, the bond team optimizes weightings and constructs benchmark portfolios. They then actively manage the portfolio following a bond selection approach.

Functions as a College/University

Tell is an opportunistic manager which performs fundamental analysis, aiming to discover situations where valuation discrepancies and/or excesses in market sentiment combine with a potential catalyst for change. They invest through their funds primarily in long/short equities and fixed-income. The firm diversifies assets mainly by selecting different investment themes which exhibit low correlation to each other and generally invest with a time horizon of 6-24 months for The Tell Fund and The William Fund and somewhat longer for The Walter Fund.