Expertise

Our Edge

We find our edge in the convergence of talented investment staff, rich data resources, and strong investment processes – all underpinned by experience with an eager appetite for fundamental analytics and continuous quant research. Our solutions are geared for various market cycles.

 

What we believe in

We believe that markets are efficient in the long term, but may exhibit inefficiencies in the short to medium term. This offers opportunities for active strategies. Behavioral patterns such as risk aversion, technical constraints on financial leverage, lack of data, or herd behavior cause anomalies and fluctuations.

We feature complementary know-how in quantitative and qualitative analysis. Combining these two disciplines helps us understand the causes of these anomalies and act actively on them. As a modern asset manager, we work like a data-driven software company: We are constantly tapping into new data sources, developing models, testing updates, and then implementing them into the ongoing process.

Richard Schaefer

Client Relationship Manager
+41 (21) 323 71 71

Eylem Cetin-Hansmeyer

Director Sales

Our expertise at a glance

Quality Innovation

In the investment theme "Quality Innovation", we have successfully applied our complementary know-how in quantitative and qualitative analysis over 8 years. Our Serafin Innovation Hub experts use a unique quantitative process to identify the most innovative companies across all industries. Paired with our expertise in fundamental analysis, we have developed a unique and successful investment approach.

Empirical studies show that innovation-efficient firms have higher sales growth and margins plus better anticipate economic ups and downs.

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Quality Swiss Equities

For nearly two decades, we have invested in small and medium-capitalized companies (Small & Mid-Caps) with convincing financial performance and track records. Thereby, we are constantly on the lookout for undervalued companies with strong management teams, competitive advantages, and consistent earnings growth. Our many years of expertise in fundamental analysis paired with our established contacts in the corporate world form an essential basis for our implementation.

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Precious Metals

With the investment theme "Precious Metals", we offer diversification and resilience in a broad investment context. In our implementation, we focus on gold and silver mining companies with solid growth prospects as well as low production costs. Thus, we invest in "gold in the ground" instead of acquiring and storing the physical precious metals gold and silver. Long-standing knowledge in this investment segment is important: our specialists have more than 40 years of combined experience managing market cycles in this investment segment.

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Asset Allocation

With our "Serafin Multi-Asset Risk Focus" fund, we are a pioneer in risk-based asset allocation. The product is the basic building block of a very personal investment strategy. Investment risks are always assessed dynamically against the background of the current inflation and growth environment. The portfolio is aligned with this through our proprietary risk parity approach.

 

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Video clips

Brief profile: ALPORA Innovation Europe Fund

Brief profile: ALPORA Innovation World Large Caps

Brief profile: AMG Substanzwerte Schweiz Fund

Brief profile: AMG Schweizer Perlen Fund

Brief profile: AMG Gold - Mines & Metals Fund

Publications

INNOVATION HUB INSIGHTS | AI

INNOVATION HUB INSIGHTS | AI

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INVESTMENT INSIGHTS | GOLD

INVESTMENT INSIGHTS | GOLD

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White Paper | Quality Innovation

White Paper | Quality Innovation

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White Paper | Inflation

White Paper | Inflation

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This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

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The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

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The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).