Ansprechpartner Institutionelle Anleger
Alexander Brühl
Geschäftsführer Bellevue Asset Management (Deutschland) GmbH
Telefon: +49 69 77 060 8103
E-mail: abr@bellevue-am.de
Ansprechpartner Institutionelle Anleger
Gökay Safak
Prokurist Bellevue Asset Management (Deutschland) GmbH
Telefon: +49 69 77 060 8101
E-mail: gsa@bellevue-am.de
Ansprechpartner Wholesale Anleger
Patrick Fischli
Head Sales
Telefon: +41 44 267 67 11
E-mail: pfi@bellevue.ch
Ansprechpartner Wholesale Anleger
Heiko Ulmer
Leiter Wholesale Deutschland
Telefon: +41 44 267 72 73
E-mail: hul@bellevue.ch
Unternehmen im Überblick
Bellevue Asset Management Ltd. is an independent and highly specialized asset management boutique focused on managing equity investment strategies for specific sectors and regions as well as institutional assets. The company was founded in 1993 and is a 100% subsidiary of the Bellevue Group, which is an independent financial services company, listed at the SIX Swiss Stock Exchange.
Marktposition und Zielkunden
Institutional Investors (e.g. pension funds, insurance companies, banks, foundatios, churches, family offices etc.)
Wholesale Investors (e.g. asset manager, fund of funds etc.)
Allgemeine Investmentphilosophie
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Active managmenet style, benchmark-agnostic
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High "active Share", moderate turnover
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Disciplined, risk-controlled investment process
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Entrepreneurial, passionate, committed
Investmentstrategien
Aktien Strategien
unterkategorie |
|
---|---|
Euroland / Europa | x |
Nordamerika / USA |
|
Japan |
|
Global |
|
Asien ex Japan |
x |
Lateinamerika |
|
Afrika | x |
Emerging Markets (global) |
|
Themen / Sektoren |
x |
Marktkapitalisierung (Large-, Mid-, Small-Cap) |
x |
Aktiv |
x |
Passiv |
|
ETF |
|
Andere |
|
Kompetenz des Hauses bezüglich Aktien Strategien
Irrespective of their specific themes, all our equity strategies have in common a fundamental company research approach, a pure focus on active, bottom-up stock selection, highly specialized teams in their field of expertise, strong international network to industry leaders leading to a profound understanding of business mechanics and value drivers in all fields. Accordingly, our decision making is primarily based on proprietary research rather than third-party research, although, external broker information is considered to form an understanding of third-party and market consensus views and opinions.
Equities Europe (Small- & Midcaps):
Investing in small and mid capitalized listed family- and/or owner-managed companies in Europe where an entrepreneur or a founder family holds at least a 20% of a company’s voting rights, thereby exerting significant control and influence.
Africa:
Over 6 years successful track record in managing Pan- African equities. The team is well connected with local business leaders and investors. Bellevue is member of the Swiss African Business Circle.
Sector Healthcare:
Bellevue Asset Management’s range of healthcare sector investment products is the broadest in Europe and, with the investment company BB Biotech, it has been an active and widely recognized investor in this sector for more than 20 years. The Healthcare Index created by Adamant in 2007 reflects the findings of its fundamental research. It is composed of the 40 most attractive healthcare stocks worldwide and is recalibrated every six months.
Multi Asset Strategien
unterkategorie |
|
---|---|
Benchmarkorientiert |
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Absolute Return |
x |
Ohne Wertsicherung |
|
Mit Wertsicherung |
|
Mit Alternatives |
|
Ohne Alternatives |
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Kompetenz des Hauses bezüglich Multi Asset Strategien
Multi Asset Strategy with Absolute Return Focus - BB Global Macro:
The Fund’s objective is to generate consistent absolute returns of around 5-7% p.a. in any market environment with an annualized volatility between 5-7%. The Fund actively invests globally in several asset classes with the possibility to build up long- and short exposure while maintaining a constant level of risk over time. A proprietary global macro screening engine supports an experienced team of specialists to express their market views and to define the most successful top down strategies. Risk is an integrated part within the entire investment process. By targeting an explicit risk level on a daily basis the risk profile is maintained over time. The portfolio is mainly invested in liquid assets, the Fund offers daily liquidity.
Private Equity Strategien
unterkategorie |
|
---|---|
Venture Capital |
x |
Mezzanine |
|
Buyout |
|
Spezialsituationen |
|
Listed Private Equity |
|
Andere |
|
Kompetenz des Hauses bezüglich Private Equity Strategien
Venture capital targeting the next generation of biopharmaceuticals: Pureos Bioventures is a newly formed venture capital franchise. It will be investing in private, innovative drug development companies primarily located in Switzerland, the European Union and in the United States.
Absolute Return Strategien
unterkategorie |
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---|---|
Aktien long/short |
|
Aktien marktneutral |
|
Renten |
|
Credit |
|
Wandelanleihen |
|
Rohstoffe |
|
Volatilität |
|
Multi Strategie |
|
Multi Asset |
x |
Andere |
|
Kompetenz des Hauses bezüglich Absolute Return Strategien
Multi Asset Strategy with Absolute Return Focus - BB Global Macro:
The Fund’s objective is to generate consistent absolute returns of around 5-7% p.a. in any market environment with an annualized volatility between 5-7%. The Fund actively invests globally in several asset classes with the possibility to build up long- and short exposure while maintaining a constant level of risk over time. A proprietary global macro screening engine supports an experienced team of specialists to express their market views and to define the most successful top down strategies. Risk is an integrated part within the entire investment process. By targeting an explicit risk level on a daily basis the risk profile is maintained over time. The portfolio is mainly invested in liquid assets, the Fund offers daily liquidity.
Emerging Market Strategien
unterkategorie |
|
---|---|
Aktien |
x |
Renten - Staatsanleihen |
|
Renten - Unternehmensanleihen |
|
Renten - Hard Currency |
|
Renten - Local Currency |
|
Renten - unconstrained |
|
Wandelanleihen |
|
Gemischt - Aktien + Renten |
|
Andere |
|
Kompetenz des Hauses bezüglich Emerging Market Strategien
Africa:
Over 6 years successful track record in managing Pan- African equities. The team is well connected with local business leaders and investors. Bellevue is member of the Swiss African Business Circle.