Quality Innovation

Innovation creates added value: Invest in our unique Innovation approach

Scientific studies have repeatedly shown that there is a direct correlation between the innovation efficiency of companies and their success on the stock market. By 2012, the Harvard study «Misvaluing Innovation» pointed out this correlation.

Innovation efficiency describes a company's ability to introduce innovations in a controlled manner – for example, in production processes, business model innovations, market segments, or product improvements.

Companies that regularly innovate successfully benefit through sales growth, higher profits, and a faster presence on the market. It seems obvious that the share prices of companies with such successes rise.

Richard Schaefer

Client Relationship Management
richard.schaefer[at]serafin-am.com
+41 (21) 323 71 71

Serafin Innovation Hub makes Innovation measurable

Serafin takes the next decisive step: not recognizing innovation by its success, but measuring innovation efficiency as the driver for success in companies. This is measured using various indicators that relate to the input and output side of innovation.

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How is Innovation measurable?

  • Calculation of innovation-efficient companies with scientifically proven methods
  • Quantitative analyses of various input and output factors
  • Breakdown by objectively measurable criteria
  • The method is independent of industries, company sizes, or locations

In simple terms, a company is innovation-efficient if it makes as much "Innovation" as possible from each input investment. In fact, many different parameters and relationships flow into the assessment.

Innovation Data Science

Our proprietary research drives our scientific approach to innovation in signal generation from innovation data. Innovation research is data-dependent, and our process benefits from our academic insights as well as computational power. Our research team in innovation structuring the data and rendering it usable enables us to regularly assess innovation analytics as a source of potential alpha.

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You would like to invest? Contact our experts

Dr. Julian Kauffeldt

Head of Innovation Investment Products
Serafin Innovation Hub

Dr. Niklas Bayrle

Investment Specialist
Serafin Innovation Hub

Patrick Hofer

Portfolio Management
Client Relationship Management

Patrick Hofer (1968) joined Serafin Asset Management AG (formerly: AMG Fondsverwaltung AG) in 2007 as Portfolio Manager of both Innovation Funds.

Patrick Hofer has many years of experience in the financial sector. He gained this experience at various large and private banks in Switzerland, primarily in the fixed income area. Thanks to a senior position with a leading provider of convertible bonds, he also built up in-depth expertise in the area of equities.

Patrick Hofer holds a degree in Business Administration (BVS). He is married and has a daughter. He likes to spend his free time in the mountains, in summer and winter, or on the curling rink. 

Learn more about our two Innovation Funds

ALPORA Innovation Europe

Innovation World Large Caps

Video clips

Quality Innovation: A compelling opportunity

Serafin Innovation Hub, Dr. Julian Kauffeldt

Serafin Innovation Hub, Dr. Niklas Bayrle

Brief profile: ALPORA Innovation Europe Fund

Brief profile: Innovation World Large Caps by AMG Fund

Quality Innovation: Presentation August 2023

Quality Innovation: Presentation (Q&A) August 2023

Publications

TWO PAGER | QUALITY INNOVATION

TWO PAGER | QUALITY INNOVATION

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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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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).