Overview
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Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
Investment overview
A high-conviction, active equity investment strategy that targets high-quality Swiss small and mid-cap names. This concentrated strategy focuses on 40–50 stocks, combining what we believe to be the best growth and value companies. Guided by in-depth fundamental research, we get to know the companies where we see potential opportunities, with the intention to invest for the long term. We are able to leverage our strong Swiss franchise to deeply connect with company management teams.
Approach to sustainability
We adopt a disciplined approach to material ESG issues such as climate change, business ethics and human capital. Through proxy voting and engagement with the companies we invest in, we are able to address extra-financial risks and advocate ESG good practices. We believe that this can improve the companies’ prospects, quality and risk profile.
We follow a three-step process: 1. Exclusion of companies operating in controversial sectors, and companies involved in recent major controversies; 2. Positive screening - aiming to minimise downside risk of the portfolio by excluding companies lagging on ESG practices; 3. In-depth analysis of material ESG issues for all companies, along with ongoing engagement.
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Reporting
Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
Share Class Highlights
Performance update
Swissquote, SoftwareONE, Belimo, EFG, Galderma and Bucher had a positive impact on the relative performance of the portfolio. Furthermore, our non-exposure to Siegfried positively contributed to performance. On the downside, the portfolio was burdened by exposure to Cembra, Schindler and Tecan. In addition, Dottikon, Accelleron and Kardex, which we do not hold, impacted relative performance.
Portfolio activity
During the month, we reduced positions in Adecco, Baloise, Cembra, Implenia, Schindler, Sunrise and Swissquote. Furthermore, we completely sold out of a minor position in Edisun Power. We used the proceeds to increase our positions in EFG, Inficon, Julius Bär, SGS, Temenos and VAT.
Yearly performances
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Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
Performance and risk
Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
- SPI EXTRA
NAV adjusted in case of distribution
Source: Mirabaud Asset Management. Share class and benchmark performance displayed in CHF. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. The Fund is actively managed. The benchmark is shown for comparison purposes only. Index performance data do not take into account fees and costs. Any entry, exit and other charges, commissions or fees, if applied, are excluded from the calculation. Past performance does not predict future returns.
Performance
Cumulative
Annualized
Risk
Volatility
Correlation
Please note that the frequency of returns used in the above calculations may be different than the one used in the official reporting documents and results may vary accordingly.
Past performance is not indicative or a guarantee of future returns. Performance figures do not take into account subscription and redemption fees that might be levied. The sources of the information displayed are deemed reliable. However, the accuracy or completeness of the information displayed cannot be guaranteed, and some figures are only estimates.
Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
Portfolio managers
Daniele SCILINGO
Head of Swiss Equities
Daniele Scilingo, Head of Swiss Equities, joined Mirabaud Asset Management in 2020 from Nanos Investment AG, the firm he founded in 2017, where he advised family offices and HNWI on concentrated Swiss quality stock portfolios. With three decades of investment experience, Daniele spent 15 years at Pictet Asset Management in Zurich and London. As a director he successfully led the build-up and expansion of the Swiss Equities franchise in Zurich. In London, he expanded his experience into European and global equities as well as international business management. Prior to Pictet, Daniele also spent a decade at Vontobel as a sell-side analyst for Swiss equities. Daniele Scilingo is a CFA Charterholder.
Thomas JÄGER
Portfolio Manager
Thomas Jäger, Senior Portfolio Manager in the Swiss Equities team, joined Mirabaud Asset Management in October 2017. Prior to that, Thomas worked as an equity buy-side analyst at St. Galler Kantonalbank and managed the Swiss equity fund ""SGKB Aktien Schweiz"". Before taking over the management of the Swiss equity fund, Thomas was responsible for the analysis of the equity markets of the regions Europe and later North America and additional sectors. Thomas previously worked as a portfolio manager for mixed asset management mandates at St.Galler Kantonalbank. Thomas Jäger studied general management at the University of applied sciences St. Gallen and completed various further training programs (CIIA as well as Swiss financial planner with professional license).
Jan WIDMER
Portfolio Manager
Jan Widmer joined Mirabaud Asset Management in 2022 as a Portfolio Manager, bringing 17 years’ experience in the financial sector. Jan previously worked St.Galler Kantonalbank, managing their Swiss Equity fund since 2015. Prior to this, he worked as an analyst and a private client advisor, also at St.Galler Kantonalbank. Jan Widmer is a certified financial investment analyst and asset manager as well as a Certified International Investment Analyst. He has also completed a Master of Advanced Studies in Corporate Finance & Corporate Banking at the ZHAW.
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Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
Fund information
Switzerland
FCP
Daily
Daily / Daily
0 Business Day / 2 Business Days
0 Business Day / 3 Business Days
02/05/2023
CHF
CH1264586020
SPI EXTRA
Banque Pictet & Cie SA
Deloitte S.A.
FundPartner Solutions (Suisse) S.A.
Mirabaud Fund (CH) - Equities Swiss Small and Mid I cap. CHF
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