Equities Small & Mid Cap

Small & Mid Cap

Our Small & Mid Cap strategy is for investors seeking long-term capital growth, yet accepting a certain degree of volatility.

Market inefficiencies

The small- and mid-cap arena is a fertile hunting ground for true active investors, like ourselves.

Small- and mid-cap stocks are normally covered by fewer analysts, giving rise to market inefficiencies. Stocks with compelling business models and attractive long-term growth prospects can be highly undervalued. 

An active strategy

In this environment, active stock selection based on rigorous in-house research provides good opportunities for achieving positive portfolio returns. 

Our in-depth knowledge of the Swiss and German markets is a particular advantage, though our reach is global.

A choice of portfolios

We offer a range of strategies focusing on:

  • Switzerland
  • Germany 
  • Europe
  • Long/short funds
  • Market-neutral funds