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Proporcionar crecimiento de capital principalmente a través de la inversión en valores de renta variable de sociedades suizas de tamaño pequeño y mediano. Se consideran sociedades suizas de tamaño pequeño y mediano aquellas sociedades que, en el momento de la compra, constituyen el 30% inferior de la capitalización del mercado suizo.
Nombre | Título | Desde | Hasta |
---|---|---|---|
Philipp Bruderer | - | 2023 | Ahora |
Biografía | Small & Mid Cap Portfolio Manager based in Zurich Joined Schroders in 2004 Investment experience since 2001 Master of Arts, University of Zurich AZEK (CEFA), CAIA Charter holder | ||
Daniel Lenz | Fund Manager | 2010 | Ahora |
Biografía | Daniel Lenz is a Fund Manager Equities at Schroders, Daniel Lenz is the responsible Portfolio Manager for the following funds: - SISF Swiss Small & Mid Cap - Schroder (CH) Swiss Small & Mid Cap Fund - SISF Swiss Equity - European Small & Mid Cap Value Fund Daniel is a member of the Extended Management Board of SIMSAG. He joined Schroders in 2000 and is based in Zurich. Qualifications: CFA Charterholder; MA University of St. Gallen. | ||
Philipp Bruderer | - | 2002 | 2010 |
Biografía | Small & Mid Cap Portfolio Manager based in Zurich Joined Schroders in 2004 Investment experience since 2001 Master of Arts, University of Zurich AZEK (CEFA), CAIA Charter holder | ||
Stefan Frischknecht | Portfolio Manager | 2002 | 2003 |
Biografía | Stefan Frischknecht is a Fund Manager and Head of Swiss equity fund management at Schroders, since joining on 1.1.1999. The team manages Swiss all-cap as well as Swiss and European small & mid cap funds / mandates. Being close to the target investment firms, the approach is fundamental and bottom-up with a bias towards value, quality and small size. He joined Schroders in 1999 and is based in Zurich. Stefan was Fund manager and financial analyst at ABB Investment Managemet from 1995 to 1998, which involved management of Swiss and emerging European equity portfolios as well as analysing stocks in the financial sector. He was Credit analyst at Swiss Bank Corporation (now UBS) from 1994 to 1995, which involved analysis and support of international issuers in the Swiss franc bond market. Qualifications: CFA Charterholder; MSc from the University of Bern, Switzerland. |
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