Swiss Equity Focus:  AS Investment Management is an independent asset manager with an exclusive focus on the Swiss market, particularly equities.  We have over CHF 250 million in assets under management.

Unique Fund:  AS Equities - Flexibility Switzerland (CHF) offers a successful and proven investment strategy that is different from competing funds focused on the Swiss market.

Compelling Track Record:  With an eight year track record including, the fund has outperformed the Swiss market (SMI) in terms of performance and volatility.

Compelling Target Market:  The Swiss market has outperformed the US, European and Japanese markets over the past 20, 10 and 5 years.

 

Performance



Risk

The Fund has achieved one of the lowest levels of volatility and Maximum Drawdown compared to its peers.  Operationally, the Fund is regulated by FINMA (Swiss Financial Market Supervisory Authority) and uses independent market leaders for administration, custody and audit. 

 

Annualized Volatility

AS Flexibility 

SPI

SMI

60 Weeks

8.4%

12.7%

13.3%

Since Inception

11.8%

16.7%

17.1%

 

 

AS Equities 

SPI

SMI

Maximum Drawdown

-5.2%

-7.9%

-8.7%

 

 

Investment Overview

Active Managers:  The Fund does not seek to replicate the benchmark and the Managers have achieved one of the lowest Beta’s and highest Tracking Error’s compared to the Fund’s peers. 

  • Alpha : 1.94
  • Beta : 0.68

Use of Options:  The Managers selectively invest options with the express objective of limiting risk (as opposed to increasing exposure). 

Fundamental Analysis:  As strict fundamental investors, the Managers focus on identifying superior businesses with stable and recurring earnings stream.  The work involves thorough financial analysis and modeling, market due diligence and calls and meetings with company management and clients. 

Clear & Transparent Strategy:  The Fund has a clearly articulated and simple strategy that relies on transparently investing in highly liquid securities.