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Mirabaud Swiss equity PM talks valuation anomalies

In this video, Nicolas Bürki, portfolio manager at Mirabaud AM, talks about why he underweights regional and state-owned banks, and financial services in which to find real estate in his Swiss equity allocation calls.

Speaking to Citywire Switzerland in April, Bürki revealed which sectors are still relatively cheap despite overall market valuations remaining high.

The portfolio manager runs the Mirabaud fund (CH) - Swiss Equities, Mirabaud fund (CH) - Swiss small and mid cap and the Mirabaud Swiss Equity Asymmetric.

The Mirabaud fund (CH) - Swiss small and mid cap fund returned 48.44% over three years to the end of April. This compares to the benchmark Swiss Performance Index Extra TR's 45.62% return over the same period of time.

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