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Swiss Awards 2018: the winning equity managers revealed

A showcase of the triumphant managers from Citywire's Swiss Awards 2018.

The Citywire Switzerland Fund Manager and Group Awards 2018 celebrated the best in Swiss asset management on March 8 in Zurich.

We handed out the Citywire Best Groups Awards and the Citywire Best Fund Managers Awards across 12 investment sectors.

Citywire’s fund manager database tracks and rates more than 15,000 individual portfolio managers across 41 countries, and our awards give us the opportunity to highlight some of Switzerland's leading asset management talent.

Here, we reveal the winning equity managers who have consistently outperformed their peers and topped the board at this year’s awards.

Best Fund Manager Awards go to the individual fund manager generating the highest risk-adjusted returns in a particular sector over the past three years to 31 January 2018 in Switzerland. These are based on the individual track records for all funds they have run in the sector over this period.

Best Fund Manager Awards are derived by isolating the individuals with the highest risk-adjusted returns at a sector level over three years to 31 January 2018. In order to qualify, fund managers must run a fund registered for sale in Switzerland.

Our ratings methodologies are actuarially approved by AKG Actuaries & Consultants.

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Equity - Global Emerging Markets

Geoffrey Wong, UBS Asset Management

Fund managed: UBS Global Emerging Market Opportunities I-B USD

Taking the crown within global emerging markets is UBS Asset Management’s Geoffrey Wong. Wong joined UBS in 1997 after having originally co-founded an Asian investment management firm.

He has been rated AAA by Citywire since April 2017. The UBS Global Emerging Market Opportunities I-B USD Fund returned 70.0% over three years to the end of January 2018, compared with the average manager's 35.7% return over the same timeframe.

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Equity - Switzerland

Lorenz Reinhard & Fabrizio Cattaneo, Pictet Group

Funds managed: Pictet CH Inst-Swiss Equities-P dy CHF, Pictet CH-Swiss Equities-P dy CHF, Pictet CH-Swiss Mid Small Cap-P dy CHF, PS CH-Swiss High Dividend-P CHF

In the first place for Swiss equities are Lorenz Reinhard and Fabrizio Cattaneo of the Pictet. Reinhard has spent 15 years with Pictet having previously worked at ZKB and Julius Baer, while Cattaneo has spent 14 years with the group.

Both Reinhard and Cattaneo have been rated AAA by Citywire since August 2016. Their funds returned a combined 45.8% over the past three years to the end of January 2018 compared to 36.7% by the average manager over the same timeframe.

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Equity - US

Raphael Pitoun, Seilern Investment Management

Funds managed: Stryx America USD I, Stryx World Growth USD

Citywire AAA-rated since January 2017, Raphael Pitoun tops the US equity space in our latest awards. Based in London, Pitoun manages the Stryx World Growth and Stryx America funds, which cover global and US equities.

His US equity fund returned 73.3% over the last three years to the end of January 2018 compared with the average manager's return of 40.3% over the same period of time.

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Equity - Europe

Louis Bert and Stéphane Furet, Dorval AM

Fund managed: Dorval Manageurs Europe R (C)

Louis Bert and Stéphane Furet are both Citywire AAA-rated with their returns consistently coming in between 10% to 50% above the sector average.  

Bert started his career in 1987 as an equity seller at Crédit Agricole Asset Management (now Amundi) and in 1989 started his fund management career. Since 2007 he has been chairman of the board of Dorval Finance and manages a number of French equity funds.

Furet joined Dorval Finance as a portfolio manager in 2004. He has over 15 years of investment experience and is a qualified member of the Société Française des Analystes Financiers.

The Dorval Manageurs Europe R (C) fund returned 76.6% over the three years to the end of January 2018. This sees them sit third in absolute terms in the European equities sector.

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Equity - Switzerland Small and Medium Companies

Marc Possa, Bank J Safra Sarasin Ltd.

Fund managed: SaraSelect P CHF

Citywire AAA-rated Marc Possa has been on an upward trajectory for several years, consistently widening the gap between himself and the industry average since 2016.

Born in Switzerland, Possa graduated in Economics from the University of Zürich and holds both the Chartered Financial Analyst and Certified European Financial Analyst designations. He assumes a cyclical growth and value investment strategy within the small- and mid-cap universe, which performs best in a structural-driven environment.

His fund has returned 125.4% over the past three years to January 2018, leading the pack in Citywire funds in the Switzerland Small & Medium Companies Equity sector.

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Equity - Global

Kristian Heugh, Morgan Stanley

Fund managed: Morgan Stanley Global Opportunity A USD

Kristian Heugh is Citywire AAA-rated and currently ranks first in Citywire funds in the Global Equities sector. Heugh joined Morgan Stanley in 2001 and leads global and international investing for the growth investing platform.

He was previously a co-portfolio manager on a technology strategy and an international equity strategy, as well as a member of the global research group. He returned 88.1% over the past three years to the end of January 2018, outperforming the sector average by about 50 percentage points.

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Equity - Japan

Shintaro Harada, Nomura Asset Management

Fund managed: Nomura Funds Ireland- Japan High Conviction I JP

Citywire AA-rated Shintaro Harada’s Fund returned 59.8% over three years to the end of January 2018, which compares with the 52.2% return of the average manager over the same period of time.

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Property – Global Equity

Daniel Würmli, Swisscanto

Funds managed: SWC (CH) EF North America A, SWC (CH) IPF II EF North America AST Region, SWC (CH) IPF II RE Fund Internatl indirect AST CHF

Daniel Würmli started his financial training at the Swiss Business School and worked as an apprentice at credit Suisse. He joined Swisscanto Asset Management for the first time in 1994 and returned in 2001 after moving for four years to AIG.

His SWC (CH) IPF II RE Fund Internatl indirect AST Fund had very low volatility in the past three years to the end of January 2018. 

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Related Fund Managers

Lorenz Reinhard
Lorenz Reinhard
14/64 in Equity - Switzerland (Performance over 3 years) Average Total Return: 22.99%
Geoffrey Wong
Geoffrey Wong
3/205 in Equity - Global Emerging Markets (Performance over 3 years) Average Total Return: 49.17%