Marc Possa, VV Vermögensverwaltung
Fund managed: SaraSelect P CHF
The fund manager is one of the top performers in the small- and mid-cap Swiss equity space and has been a partner at VV Vermögensverwaltung since 2009.
Prior to that, he worked at ZKB, where he specialised in proprietary strategic participants. He also worked for Credit Suisse, Deutsche Bank and Lombard Odier.
Possa's portfolio is very concentrated, with the top 10 positions taking up 40% of the portfolio. According to the September factsheet, the largest positive contributions were made by Also (68 basis points), Bossard (56 basis points), Interroll (39 basis points), Sika (31 basis points) and dormakab (30 basis points).
Over three years to the end of September, the SaraSelect P CHF fund returned 80.63% in CHF terms, compared with the technical indicator’s Swiss Performance Index Small & Mid TR 53.38% rise over the same period.