Convictions
As a structured and disciplined active manager with a high level of integrity, we express our strongest convictions in the portfolios we manage, particularly so in their concentrated versions.
Flexibility
Mirabaud Asset Management is benchmark aware but not benchmark constrained; we are also proud to offer this flexibility to investors in the way they can get exposure to our skill set through funds & bespoke mandates.
Integrated Risk Management
Helping our portfolio managers to make informed decisions to generate performance while protecting investors on the downside, Mirabaud Asset Management is geared towards asymmetry.
Conviction-Based Active Management
News
Views and Analysis
MLII: What does luxury look like post-Covid?
Mirabaud’s Lifestyle, Impact and Innovation private equity fund invests in disruptive young businesses destined to be the lifestyle leaders of tomorrow. As we start thinking about the shape the global economy will take after the pandemic, now is the perfect time to consider which shifts in consumer behaviour will prove transitory – and which will stick. Long Zhou takes the temperature of the premium lifestyle sector in a post-pandemic world.
Views and Analysis
Engaging with the ESG opportunity: physical climate risk
Last week the UN Climate Change Conference (COP26) came to its climax. To mark the event, Sustainable Global Equities Research Analyst John Kisenyi has put together a four-part series of articles where he considers where the conference’s agenda intersects with ESG investing, and explores the risks and opportunities investors face as they engage with stakeholders on the journey to a more sustainable posture.