Quality Value

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

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 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.

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

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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 in the case of the AMG Substanzwerte Schweiz Fund and European equities in the case of AMG Europe.

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.