Our competencies

Investing with a sporting spirit


Flexibility, strength and stamina – these are widely acknowledged critical factors of success when striving to achieve a world-class sports performance. Applying the right mix for a particular sports discipline is extremely important. Mental strength, physical fitness and targeted training sessions are equally vital in attaining future success. Our portfolio managers for selective niche strategies have many years of competitive experience in their respective disciplines. Be it in managing traditional relative return-oriented portfolios or alternative long/short equity strategies.


Besides fundamental financial projections, our training sessions include detailed interviews with management on company premises and developing an intrinsic sense of the quality a company has to offer. Candid discussions and the insights gained at congresses and conferences, in the marketplace, through contact with a company's customers and trusted third parties as well as technical analysis are among the tools we use to stay fit and ensure a top-class performance.


The willingness to look at issues from unconventional perspectives while applying conventional, highly structured and risk-controlled investment processes is crucial for success. Focusing mental and physical strength towards the achievement of a goal at the perfect moment – a fitting description of the skills and tactics the portfolio managers of our selective niche products display in achieving a superior performance.
 

  • Since 2008 with Bellevue Asset Management as senior portfolio manager, lead manager of the BB Entrepreneur Switzerland Fund, BB Entrepreneur Europe (LUX) Fund and institutional mandates
  • 2007 - 2008 GVO Asset Management, head of portfolio management
  • 1998 - 2007 Generali Investments, Cologne, deputy head equities, portfolio manager European equities
  • 1997 - 1998 Vontobel Asset Management, Zurich, analyst and portfolio manager
  • 1994 - 1997 Bank am Bellevue, equity research analyst insurance and pharmaceutical companies
  • CFA charterholder
  • Master's degree (Lic.oec.HSG) in Business Economics and Finance, University of St. Gallen (HSG)

 

 
  • Since 2008 with Bellevue Asset Management as senior portfolio manager for European equities
  • 2003 - 2007 LV Asset Management, London, head of European equities
  • 1996 - 2003 Lombard Odier Darier Hentsch London, senior portfolio manager
  • 1993 - 1996 Ergo AG Düsseldorf, portfolio manager
  • 1989 - 1993 Deutsche Bank AG, equity research analyst
  • Post-graduate investment analyst (DVFA/SG), University of Darmstadt
  • Master's degree in Business Economics, University of Trier

 

 
  • Since 2009 with Bellevue Asset Management as portfolio manager European equities
  • 2006 - 2008 RBR Capital AG, equity research and portfolio analyst
  • 2004 - 2006 University of St. Gallen (HSG), executive director major for business economics
  • 1998 - 2005 Founder and management committee member, Netus GmbH, Neuhausen am Rheinfall
  • Since 2005 Lecturer for financial accounting and controlling, University of St. Gallen (HSG)
  • PhD degree in business economics, University of St. Gallen (HSG)
  • Master's degree in Law, University of St. Gallen (HSG

 

 

 

 

 

 

 
  • Since 2003 with Bellevue Asset Management as portfolio manager
  • 1987 - 2003 Bank Julius Baer Zurich and New York, brokerage
  • 1981 - 1987 UBS Zurich and UBS Securities, New York
  • Degree in Business Administration, University of Applied Sciences in Business Administration, Zurich
 
  • Since 2010 with Bellevue Asset Management as senior portfolio manager of BB Global Macro Fund
  • 2004 - 2010 Risk manager and global macro portfolio manager, RBR Capital AG
  • 1998 - 2004 Consultant in risk management, research database and portfolio management systems, Orwellsys SA
  • 1995 - 1998 Director of financial research, All Asia Capital
  • 1992 - 1995 Institutional portfolio manager, Pictet et Cie
  • Master’s degree in Finance, London Business School
  • Master’s degree in Nuclear Physics, Tokyo Institute of Technology
  • Master’s degree (Dipl. El. Ing. ETH) in Electrical Engineering, Swiss Federal Institute of Technology Zurich
     
 
  • Since 2007 with Bellevue Asset Management as co-portfolio manager of BB Toros Prime Fund
  • 2006 - 2007 Bank Sal. Oppenheim, co-head proprietary trading
  • 2003 - 2006 Crédit Agricole Chevreux, equity research analyst for technology and industrial companies
  • 1999 - 2003 Credit Suisse First Boston, European equity research, responsible for technology sector
  • MBA in Finance, University of Southern California
  • Master's degree in Engineering, Rensselaer Polytechnic Institute, New York, USA

 

 
  • Since 2007 with Bellevue Asset Management as co-portfolio manager of BB Toros Prime Fund
  • 2003 - 2007 Crédit Agricole Cheuvreux, senior equity research analyst for consumer goods & services
  • 1996 - 2003 Credit Suisse First Boston, senior equity research analyst for consumer goods & services
  • DESS/MBA in International Management following studies at the University of Strasbourg, France, and University of Bath, UK