FAM Swiss Long Only Fund
The FAM Swiss Long Only Fund is a traditional long only strategy targeting to outperform the broader Swiss equity market through fundamental deep-dive research and subsequent investment in quality companies with widening business moats and earnings power. This fund consists of a focused long only portfolio concentrated in 30 to 35 Swiss stocks, which are selected through a systematic, in-house analytical framework. The focus is on liquid, mid and large Swiss capitalization companies within diverse industry sectors. These are corporations that can grow their free cash flow over time and allocate earnings to value creating activities as well as dividends. The Swiss economy has historically offered a stable environment for entrepreneurship, economic growth and capital protection in difficult times.
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
DYNAMIC APPROACH
To reduce drawdowns in difficult times, we dynamically position the portfolio toward higher or lower market caps
RISK MANAGEMENT
Our superior economic risk management framework is our key performance differentiator
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