This Fund Manager Rating is based on the Citywire Long Only ratings methodology
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Stefan Blum
About Stefan Blum
Stefan Blum joined Bellevue Asset Management in 2008 and is lead portfolio manager of the BB Adamant Medtech & Services (Lux) Fund. He has 15 years of experience in the healthcare sector. Prior to joining Bellevue Asset Management, he spent four years as head of investor relations at Sonova, the world's largest manufacturer of hearing instruments. As a financial analyst at Bank Sarasin from 1996 to 2000, he covered medical technology and high tech stocks. After that he served as CFO of Obtree Technologies Inc. and advised listed Swiss companies on strategic investor relations issues. Stefan Blum obtained a degree in business administration from the University of St. Gallen and is a graduate of AZEK.
Funds Managed
Citywire Rating: AAA rated
Performance
Manager | Return | ||
---|---|---|---|
1 | Oliver Kubli | 24.8% | |
2 | Stefan Blum | 16.9% | |
2 | Marcel Fritsch | 16.9% | |
4 | Cheng-Hye Cheah | 14.8% | |
5 | Stephen Docherty | 13.0% | |
View full league table |
Total Return
Month by Month Performance
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | 2.4% | ||||
2017 | 25.9% | 10.3% | 6.0% | 1.9% | 5.7% |
2016 | 5.0% | -4.8% | 9.8% | 5.7% | -5.0% |
2015 | 0.3% | 1.7% | -6.6% | -3.9% | 9.9% |
2014 | 32.9% | 4.9% | 3.3% | 4.7% | 17.1% |
2013 | -1.8% | -3.0% | 6.7% |