Beat Wittmann

A pleasing result for the fund and our investors for FY24. In mixed market conditions, LAIF generated 9 positive months for FY24 with a continued focus on downside protection and active management across several global alternative strategies. #alternativeinvesting

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ARTICO Equity Team at Serafin Asset Management Switzerland: Sustainable Investing Will Work — If the Performance is Right Sustainability and #ESG criteria have taken on new importance in the world of finance — but the ARTICO Equity Team at Serafin Asset Management has been ahead of that curve for some time.  Read here: https://lnkd.in/dhdpK9kY

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Swiss Life Asset Managers: Capital Increase Sets New Benchmark: Swiss Life Asset Managers successfully completes the largest capital increase to date for a publicly listed Swiss real estate fund, raising approximately 610 million Swiss francs in new capital for the fund. #swisslifeassetmanagers #capitalincrease

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TOP ENVIRONMENTAL REAL ESTATE FUNDS At the forefront of sustainable investment in Switzerland, data is the key to investing responsibly. We're proud to highlight the leading real estate fund managers driving sustainable investments in Switzerland: - UBS/Credit Suisse - Realstone - BERNINVEST AG - Immofonds Asset Management AG Their listed residential funds are setting the standard for environmental responsibility with: - Lowest fossil fuel proportion - Lowest CO2 emissions per m² - Lowest climate risk exposure Empower your investment decisions with precise, reliable data. Together, we can make a difference for our planet and your portfolios. #Solvalor61 #RealstoneRSF #IMMOFONDS #UBSAnfos #ImmoHelvetic #CreditSuisseSiat #CreditSuisseLivingPlus #GoodBuildings #RealEstateInvestment #SustainableInvesting ⁠#GreenRealEstateFunds #LowCarbonFootprint #ClimateRiskManagement #SwissSustainability

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Switzerland has a large number of Single Family Offices. A study now highlights their importance for the Swiss financial center and points out some issues. #castlefamilyoffice #swiss #gold Secrecy is inherent to the nature of Single Family Offices. Another hallmark is their economic power: Single Family Offices manage vast fortunes. In the industry, they are often referred to as a sleeping giant. Assets Under Management (AuM) of CHF 600 Billion This description fits quite well, as a study by the Swiss Institute of Banking and Finance at the University of St. Gallen (SBF-HSG) commissioned by the Swiss Single Family Office Association (SFOA) shows. It concludes that the net assets of Swiss Single Family Offices (SFO) amount to 600 billion Swiss francs, including stakes in family-owned businesses. By comparison, external asset managers (EAM), including Multi Family Offices, managed assets of around 500 billion Swiss francs. The study also shows that Single Family Offices are a young industry. Unlike SFOs abroad which often serve a family over many generations, most Family Offices in Switzerland primarily serve the first and second generations. Many Single Family Offices are Backed by SME Companies For the study, 220 Single Family Offices based in Switzerland were contacted, and 70 responded. The association estimates that there are between 250 and 300 SFOs in Switzerland, so the responses represent about 25 percent of the industry. It is also noteworthy that 70 percent of the surveyed SFOs are backed by a family business, mostly SMEs. This underscores their significance as an economic factor. In 70 percent of Swiss Single Family Offices, the family is actively involved. «Single Family Offices are an essential part of the DNA of the entrepreneurial country Switzerland,» says Kurt Moosmann, President of the SFOA, in an interview with finews.ch.

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Geneva-based Forestay Capital is one of the few Swiss VCs focussing on growth stage investments. This second fund has received backing from some of the largest family offices in Europe and Switzerland. Forestay II will primarily invest in Enterprise AI and Software as a Service (SaaS) sectors. With an early growth $10-15M lead investment sweet spot, Forestay invests in visionary teams reaching growth inflexion points and actively partners with them to catalyse accelerated growth. Forestay II has already partnered with enterprise AI startups such as Israeli cybersecurity solution, Veriti, and Swiss engineering intelligence company, Neural Concept. Swiss companies backed by Forestay I included Nexthink, Scandit, BlueBotics and Kandou. Frederic Wohlwend Jonas Jeandupeux #growthstage #VC #enterpriseAI #SaaS https://lnkd.in/ebpU8X74

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Full steam ahead! MPC Capital is featured as the cover story in the latest issue of "Nebenwerte Journal," a reknowned investor magazine specializing in German #smallcap stocks. In our feature article, author Sascha Magsamen delves into the secret behind our success, highlighting the immense opportunities presented by the #energytransition and the #decarbonization of the global economy, and shedding light on why our stock is currently undervalued. Read the full story here: https://lnkd.in/eXnJkb-q Stay tuned for more updates and insights from MPC Capital! #MPCCapital #CoverStory #InvestmentOpportunities #NebenwerteJournal #GlobalEconomy #Decarbonization #SmallCaps https://lnkd.in/ek6dpUQj

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This week, Mister Spex participated in the Berenberg and Baader Bank AG investor conferences in Munich, where our Chairman of the Management Board Stephan Schulz-Gohritz and our Head of Investor Relations Irina Zhurba held over 10 meetings with both current investors and prospective supporters. The events gathered hundreds of companies and investors, offering a valuable platform for over 1200 1-on-1 meetings and discussions on key market trends. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 𝗳𝗼𝗿 𝗠𝗶𝘀𝘁𝗲𝗿 𝗦𝗽𝗲𝘅: 👉 Interest and support for our transformation and restructuring program, SpexFocus, continue to strengthen as we move forward with our plans. 👉 Investors are particularly keen on understanding the impact of recent leadership changes, as well as the opportunities ahead in the market, shaped by global trends and competition. 👉 The overall sentiment towards Mister Spex has improved significantly in recent weeks, with stakeholders closely monitoring our progress and showing increased confidence in our future. Our focus remains on executing our strategy with precision, and we appreciate the ongoing interest and support from our stakeholders as we continue this journey. #InvestorRelations #MisterSpex #SpexFocus #BerenbergConference #BaaderBank #Investors #Transformation 

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When Client Interest comes first!

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𝗠𝗮𝗿𝗸𝗲𝘁 𝗖𝗼𝗺𝗽𝗮𝘀𝘀: 𝗧𝗵𝗲 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟰 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗶𝘀 𝗟𝗶𝘃𝗲! 🚀 In our latest issue, we dive deep into the shifting dynamics of the global financial landscape, capturing key movements from Wall Street to Europe's core. Highlights Include: 𝗘𝗾𝘂𝗶𝘁𝘆 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲: Despite a brief April correction, tech giants like Nvidia, Amazon, Meta Platforms, Alphabet, and Microsoft have driven the S&P 500 to substantial gains. European markets have also shown robust performance. 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗦𝗲𝗮𝘀𝗼𝗻 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Discover how U.S. tech giants have outstripped expectations, propelling markets to new heights. Nvidia's 461% growth in Q1 2024 is just the tip of the iceberg. 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗧𝗲𝗻𝘀𝗶𝗼𝗻𝘀: The renewed U.S.-China trade tensions add an element of uncertainty, but immediate economic impacts are minimal. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗨𝗽𝗱𝗮𝘁𝗲𝘀: The old adage "Sell in May and go away" didn’t hold true this year. Our analysis explains why maintaining equity exposure was crucial amidst milder U.S. inflation and a Eurozone revival. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: We anticipate a phase of consolidation in equity markets through the summer, balanced risk/return scenarios, and potential challenges from persistent inflation and interest rates. 𝗧𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: We maintain an overweight position in high-quality corporate bonds and identify selective opportunities in communication services and IT sectors. 𝗘𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗙𝗼𝗰𝘂𝘀: Vietnam and India are emerging as attractive investment destinations with significantly lower production costs than China, offering compelling investment opportunities. This report is essential for understanding the nuances of market movements and preparing for potential shifts. Ready to dive in? 🔗 DOWNLOAD PDF Download the full PDF here: https://lnkd.in/dUkziFri As always, we're here to assist you with our expertise. Please feel free to reach out with any questions you might have. Happy reading! #marketcompass #wealthmanagement #assetallocation #riskmanagement #investments Andreas Schranz, CFA Raphael Mueller, CFA, CAIA Wicky Meyer

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08.07.2024 - Investoren Plattform News: Private Equity GPs are cooking up a PE exit recovery We’re still waiting for the long-anticipated PE exit recovery, but deal advisers tell me GPs are busy cooking up plans to offload their fully baked assets as pressure mounts to return capital to LPs. Market chatter at the start of the year indicated the pipeline of exits was filling up, there were more assets up […] und mehr als 8.200 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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26.07.2024 - Investoren Plattform News: Liquide Alternatives Hedge fund assets rise to record high amid uncertainties Hedge fund assets reached a new high in 2Q24, surpassing $4.3 trillion as managers brace for upcoming elections and geopolitical uncertainties, data has shown. According to hedge fund research firm HFR, this marks the seventh consecutive quarter of asset growth, driven by performance gains and strategic asset inflows into relative value arbitrage (RVA) and macro […] und mehr als 8.500 weitere Artikel finden Sie unter: https://lnkd.in/eWa-y2Mh

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Thanks for sharing Christoph, points well made on current concentration risk, proper investment horizons and the benefits of active management.

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We are pleased to share with you an article published in Finews AG, by Claude Baumann, which highlights our ambition to take another step forward in alternative investments with the launch of a new venture capital initiative. In this article, Louis Fauchier-Magnan, Head of Wealth Management Suisse Romandie, presents this initiative, targeting Swiss innovative startups in their earliest development stages, aiming to revolutionise the industry with distinctive advantages. Together with Founderful, a Zurich-based venture capital company, Mirabaud will be supporting the development of innovative companies, particularly in the fields of artificial intelligence, robotics and technology, and climate change, food and energy, to meet the challenges of future generations. Contributing to startups’ success stories echoes the Mirabaud Group founding principles of investing in the real economy while making a positive impact on society, as well as our strong entrepreneurial and innovative spirit. Read the article: https://lnkd.in/ddE-S3SB The article is also available in German: https://lnkd.in/df4zDKTX #Mirabaud #MirabaudGroup #AlternativeInvestments #VentureCapital #Switzerland #Startups #Innovation

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𝐃𝐞𝐞𝐩 𝐚𝐧𝐝 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐞𝐝 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐟𝐨𝐫 𝐄𝐮𝐫𝐨𝐩𝐞 At the 4th Franco-German Corporate Executives and Institutional Investors Forum, Melanie Kreis, President of Deutsches Aktieninstitut, and Patricia Barbizet, President of ASSOCIATION FRANCAISE DES ENTREPRISES PRIVEES (AFEP), highlighted the pivotal role of the Franco-German alliance in Europe. They emphasised the importance of deep and integrated European capital markets and urged the new European Commission to prioritise this in its coming term. “Capital markets need to be attractive for issuers and investors alike. A standardised savings product at European level and national initiatives for more equity-based retirement products would be important steps to increase the depth of European capital markets and hence foster European competitiveness," emphasizes Melanie Kreis. “To ensure the financing of innovation and the twin transition, we also need to revive European securitisation markets and support the development of employee share ownership," adds Patricia Barbizet. Read more in our press release.   #EU #CapitalMarkets #CMU #Commission #Competitiveness 

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Today, the Kaufmann Equity fund publishes its Q1 2024 update. Qualified investors domiciled in Switzerland can access the monthly letters and quarterly reports on demand by direct messaging Alexandre Kaufmann. This slide shows the fund's current top 15 investments, including Alphabet Inc., Apple, Belimo, Canada Goose, Geberit, Meta, Mettler-Toledo International, Inc, Microsoft, MicroStrategy, Philip Morris International, Sika, Tencent, Tesla, Unilever and VZ VermögensZentrum. What do these companies have in common? They all enjoy strong leadership, often still led by their founders. They have meritocratic corporate cultures and are agile in responding to change. They continue to invest in their growth initiatives, positioning themselves to benefit from significant megatrends such as digitalisation, climate change, and the aging of world population. Finally, these companies continue to generate superior economics, aligning with the fund's investment framework.

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Raising money from family offices differs significantly from VC and PE. Most Swiss family offices have fewer than 5 employees but manage hundreds of millions or even billions. Unlike PE and VC firms, which have larger annual budgets for advisors and in-house research teams, family offices have limited research capacity. Consequently, they require more detailed information from you compared to VC and PE firms. #fundraising #familyoffices

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