Selection of our investment managers

Meet the most talented investment managers.

Kate Fox

Worldwide Positive Change - Baillie Gifford

Kate Fox joined asset manager Baillie Gifford in 2002 immediately after graduating from Edinburgh University. She is responsible for the management of the Worldwide Positive Change strategy. The long-term investment approach is based on her understanding that she is not a speculator but an investor. The sustainability approach is based on the sustainable development goals of the UN and Kate focus on companies that have a direct positive impact on the environment with their services and products. The companies should have a strategy for reducing their carbon footprint, consciously promote gender diversity and respect and observe labour rights.

We like the very long term approach and the commitment to sustainability.

Pamela Hegarty

Equities Megatrend Disruption - BNP Global Disruption

Relatively young companies are changing entire industries with the help of new technologies. This change is best described by the term disruption. Examples are companies like Amazon, Netflix or Tesla.Competitors have to adapt to these disruptors or they massively loose marketshare.

Pamela Hegarty runs an investments strategy with this thematic approach since years. We like her commitment and analysis expertise. Especially in turbulent market phases she is not losing her head and loose less than the overall market.

Birgitte Olsen

BB Entrepreneur Switzerland – Bellevue Asset Management

Birgitte Olsen invests in listed owner-managed companies inSwitzerland which are controlled and significantly influenced by an entrepreneur or entrepreneurial family with at least 20% of the voting rights.Using a fundamental bottom-up approach she identifies the most attractive owner-managed companies.
She expects higher returns from family-run companies than in the broad market.These companies have extremely solid balance sheets and do not find leverage attractive. They don't like to be dependent on banks and the credit cycle, their equity ratios are over 60% on average. One could now argue that these companies are over- capitalized and have balance sheets that are not efficient.But their return on equity (RoE) is ultimately higher than the average. This is mainly based on her long term horizon and responsibility to employees and clients.

We like her focus and long expertise in managing owner-managed strategies in Switzerland and Europe. The long term track record is very promising.

Eleanor Taylor Jolidon

UBAM Swiss Small and Mid Cap - Union Bancaire Privée

Eleanor Taylor Jolidon investment strategy is based on bottom-up stock selection with the aim to find undervalued stocks along the companies’ cashflow return on investment life cycle. As income statements can be manipulated they mainly focus on the cash flow statements to get a true picture of the company. She also focus on specific catalysts of change before they buy a stock. Eleanor Taylor Jolidon is part of a team of four investment professionals that works since 2006 together.

We like her commitment to Swiss Small Cap Stocks and the stable team enviroment.

Evelyne Pflugi

Multiflex - The Singularity Fund

EvelynePflugi has over 10 years’ experience in the management of equity energy andnatural resource mandates. Together with Tobias Reichmuth (Founder and CEO ofSUSI Partners AG) she developed the Singularity Index. That is a concept toinvest in innovation. Most investors focus on some small cap high-flyercompanies but forget the innovation power of already well establishedcompanies. They screen the universe to companies that have high revenues basedon the innovation themes like 3D-printing, internet of the things, neuro science,and virtual reality.

Jing Ning

Fidelity China Focus - Fidelity International

Jing Ning is responsible for her investment strategy since 2013. She has 20 years of investment experience and has previously managed the BlackRock China Fund. She can rely on the knowledge of over 12 analysts in China/Hong Kong and almost 40 other analysts in the Asian region.

Marmot likes the combined Top down and Bottom up approach. Core of the approach are several meetings with different People from the senior management of the companies, before investing.

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