FAM US Long Only Fund
The FAM US Long Only Fund is a traditional long only strategy offering a diversified portfolio across 60-70 predominantly U.S. stocks which are selected through a quantitative model coupled with an in-house fundamental research analytical framework. The portfolio is designed to provide direct exposure to a blend of investments typically balanced equally across growth, value and low volatility factors in order to avoid significant rotation risks. The portfolio consists of companies that can grow their cash flows over time and allocate earnings to value creating activities, with a focus on extracting outperformance over the long-term this portfolio has a low turnover.
HERITAGE
Continuation and consolidation of years of investment work done within the Swiss market by our team
INVESTMENT PROCESS
Focus on implementing the concept of the “low risk anomaly” with a layer of bottom-up fundamental research
SECTOR POSITIONING
Our macro view relies on classic indicators, and focuses greatly on the US yield curve, also balancing factors
RISK MANAGEMENT
Our superior economic risk management framework is our key performance differentiator
More Funds
FAM Calypso Fund
The FAM Calypso Fund is a long-bias equity long/short strategy enhanced with a bond component. The strategy focuses on investing in high quality U.S. companies and hedging through liquid derivatives. We aim to stay invested long term, whilst minimizing portfolio drawdowns during specific time periods.
FAM Swiss Long Only Fund
The FAM Swiss Long Only Fund is a long-only strategy with focus on liquid, small and mid Swiss capitalization companies within diverse industry sectors. Fundamental deep-dive research and a systematic analytical framework are at the core of the investment process.
FAM Alternative Strategies Fund
The FAM Alternative Strategies is a Fund of Liquid Hedge Funds. The strategy seeks to provide long-term capital growth while focusing on low correlation and short-term capital preservation.
HESTIAS ENDOWMENT MODEL
The Hestias Endowment Model is a long-term capital commitment Fund of private markets Funds, offering a single entry point into a diversified portfolio. This Fund invests in a thematic way across private equity, credit, real estate and infrastructure. We target GPs with niche strategies across industries and geographies.
VENTURE PROGRAM
UniFirst Ventures fund is focusing on early-stage deep technology and hard-science start-ups. We are working closely with universities and other academic partners to identify founders with truly disruptive technologies. We also offer bespoke deals based on our investors specific needs.