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.

Daniel Durrer: Global Fund Distribution; daniel.durrer[at]serafin-am.com; +41 (41) 726 71 63

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

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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; niklas.bayrle[at]serafin-am.com; +41 (41) 726 71 71

Dr Niklas Bayrle (1990) joined Serafin Asset Management Ltd (formerly: AMG Fondsverwaltung AG) as an Investment Specialist in January 2023.

He has many years of experience in the field of corporate innovation analysis. Before joining AMG Fondsverwaltung AG, Niklas Bayrle worked as a senior analyst at ALPORA AG and was already responsible for innovation analyses as part of the portfolio construction for both AMG Innovation Funds. He also developed and revised the optimisation models for calculating innovation efficiency. He brings this experience to bear as an Investment Specialist in the newly founded "Serafin Innovation Hub".

Niklas Bayrle completed his dissertation on innovation efficiency and firm growth at the University of Ulm. Previously, he obtained the academic degrees MSc. and BSc. in Physics and Management at the University of Ulm. Niklas Bayrle teaches and conducts research at the University of Liechtenstein on the topics of innovation efficiency, technology foresight and digitalisation. In his free time, he enjoys mountaineering, skiing and travelling.

Patrick Hofer: Portfolio Management
Client Relationship Management; patrick.hofer[at]serafin-am.com; +41 (41) 726 71 76

Patrick Hofer (1968) is as Portfolio Manager responsible for 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 has been with Serafin Asset Management Ltd (formerly: AMG Fondsverwaltung AG) since 2007.

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.