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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Birgitte Olsen

Birgitte Olsen

Showing manager performance in Switzerland View performance globally

About Birgitte Olsen

Born in the Norwegian town of Bodö in 1966, Birgitte Olsen obtained her degree from the University of St Gallen in Switzerland. She started her career as a financial controller at Capital Entertainment in 1992, before joining Bank am Bellevue as an equity analyst. Over her professional career, she has worked at asset management houses Vontobel, Generali and GVO before returning to the asset management arm of Bellevue as a senior portfolio manager. Birgitte benefits most from positive or sideways markets, adopting a stock-picking investment style for the funds that she runs. She looks for growth at a reasonable price and her key valuation metrics are price-to earnings, enterprise value-to-earnings and return on capital employed ratios. Birgitte is a CFA Charterholder and outside of fund management she enjoys skiing, playing chess and fishing.

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Citywire Rating: AAA rated

2011

  • NRated AA in Nov 2011
  • DRated AA in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AA in Apr 2012
  • MRated AAA in May 2012
  • JRated AA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MRated Plus in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FRated Plus in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AAA in Oct 2017

Performance

over : 30/09/2016 - 30/09/2017
Rank 24/298 Equity - Europe
Manager Return
22 John Surplice 29.5%
22 Martin Walker 29.5%
24 Birgitte Olsen 29.4%
25 Oliver Collin 29.3%
25 Jonathan Brown 29.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 5.7% 8.0%
2016 0.7% -6.0% -4.6% 7.1% 4.9%
2015 3.2% 2.3% -2.6% -3.3% 7.1%
2014 -1.0% 4.9% -0.3% -5.8% 0.6%
2013 14.4% 6.4% -3.1% 6.8% 4.0%
2012 5.2%

Related News

Bellevue AM launches Ucits version of entrepreneur fund

Zurich-based asset manager expands its offering to Europe based on long-running strategy for domestic investors.

Asia equity star exits Swiss boutique amid fund merger

Zurich-based group rolls regional strategy into Europe-focused fund as portfolio manager departs following five-year stint.

Manager exit forces Swiss boutique to reshuffle team

Investment firm realigns European equity desk following departure of former Citywire A-rated manager.

European equity star handed two new co-managers

Zurich-based asset management company announces a promotion and a new appointment on flagship fund.

Swiss star Olsen aims to capitalise on consolidation drive

Strong start to the year will give way to weakness, says Bellevue AM manager, who is positioning to take advantage.

Family focus powers boutique star’s outperformance

ZURICH: Euro Stars AAA-rated manager Birgitte Olsen backs entrepreneurial endeavour but voices concerns over shorter CEO tenures.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.