- Dr. Julian Kauffeldt
- Head of Innovation Investment Products
Serafin Innovation Hub
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.
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.
You would like to invest? Contact our experts
- 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.