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 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.

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.

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.

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.