Quality Swiss Equities

Swiss Small & Mid-Caps are leading: Invest with us in niche players

For nearly two decades, we have invested in small and medium-capitalized Swiss 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 financial and corporate world form an essential basis for our implementation.

Companies with small and medium capitalization often post higher growth rates and returns than large caps. Furthermore, companies from the small & mid-cap segments are often more agile in corporate management and can react more quickly to long-term growth trends, which often leads to a strong market positioning. Studies show that small and mid-caps outperform large caps in almost half of all cases over rolling periods of one to ten years. In this context, this investment segment performs particularly favorably in the Swiss stock market.

Eylem Cetin-Hansmeyer

Director Sales

Focus on companies with strong substance & on quality companies

With our focus on Swiss companies with a strong substance, we attach great importance to the topic of resilience. The careful analysis and selection of such companies provide the basis for a relatively defensive equity portfolio consisting of Swiss small & mid-caps.

Agile Swiss quality companies with above-average growth potential are the focus of our investment process for the AMG Schweizer Perlen Fund.

 

What sets qualitative niche players apart?

  • Cost, technology, and market leader in a niche
  • Small, agile, and innovative
  • Management with a convincing track record
  • Creation of long-term shareholder value
  • Transparency and visibility

The delicate balance

High-conviction equity investing in small caps requires a delicate and ever-shifting balance between economic intuition and the knowledge of a company’s internal dynamics. For many prospective stock picks, a sound economic understanding of the industry’s customers is a must, which we determine through a collaborative approach that incorporates the entire team's fundamental and forward-looking economic investment views.

Thanks to the rapid advances in computing power and data availability, analyzing companies has become more data-driven than ever before. However, small-cap equities often have comparatively more gaps in their data, which is precisely where our boots-on-the-ground analytics come into play, providing us with essential insights that can make all the difference in our investment decisions. Navigating the ridges between data-driven and on-site approaches requires the right team culture that embraces cognitive diversity and analytical strength.

You would like to invest? Contact our experts

Ronald Wildmann

Investment Manager
Quality Swiss Equities

Silvio Halsig

Investment Manager, CIO

Patrick Hofer

Investment Manager
Serafin Innovation Hub / Quality Swiss Equities

Learn about our Funds

Would you like to invest in Swiss substance values?

AMG Substanzwerte Schweiz

Would you like to invest in agile Swiss small und mid-cap stocks?

AMG Schweizer Perlen

Video clips

Brief profile: AMG Substanzwerte Schweiz Fund

Brief profile: AMG Schweizer Perlen Fund

Publications

TWO PAGER | AMG Substanzwerte Schweiz

TWO PAGER | AMG Substanzwerte Schweiz

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TWO PAGER | AMG SCHWEIZER PERLEN

TWO PAGER | AMG SCHWEIZER PERLEN

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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).

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).