Your investment opportunity

 

 

Entrepreneurial Equities – from entrepreneurs for entrepreneurs

Sustainable success – Owner-managed companies have distinctive qualities compared to typical manager-led companies. These distinctive qualities range from a well focused business model, short decision-making channels and long-term oriented, sustainable business practices to the owner's special influence on corporate culture. These qualities help owner-managed companies to maintain a high degree of innovation efficiency and product quality, strong customer loyalty and, ultimately, to create a greater enterprise value. Furthermore, the owner's family and entrepreneurial culture has a tangible impact on the general company culture and fosters a strong sense of identification with the employer, which goes hand in hand with above-average dedication and performance. Investing in entrepreneurial equities represents a viable alternative to classic investment approaches in European stocks that have evidently created value for shareholders over periods of 5 to 10 years.

Entrepreneurs for Entrepreneurs – the Bellevue Group is itself an owner-managed company and is a well established partner among European and Swiss business owners.
 

 

European Opportunities - a combination of classic and modern approaches for a proven and tested investment region

"Smart European equity exposure" - The fund invests in a focused portfolio of attractively valued European equities. The fund managers concentrate on companies with a highly experienced management team, a sound business model, leading franchises or a superior product offering and that are generating both economic value added and stable cash flows. The investment team applies traditional and alternative investment methods in creating a transparent and liquid portfolio with hybrid properties. The core strategy is reflected in a long portfolio containing 40 to 60 stocks with organic or cyclical growth potential. A market-neutral long/short equity overlay strategy is applied opportunistically to enhance the fund's diversification potential and optimize its risk/reward profile.

A short extension strategy in the form of a transparent Luxembourg-based SICAV investment fund, traded daily and managed by a team of experienced long-only and long/short European equity managers with an excellent track record.