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VIDEO: Swiss equity star Lenz cashes in on GAM valuation

Despite corporate governance issues asset manager GAM’s valuation is gaining momentum.

This is according to Daniel Lenz, Citywire + rated manager of Schroder ISF Swiss Equity and Schroder ISF Swiss Small & Mid Cap Equity funds, who recently realized profits from the name.

Also in this video Lenz explains why he likes an industrial company Daetwyler and where he sees value-driven opportunities.

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Daniel Lenz
Daniel Lenz
36/64 in Equity - Switzerland (Performance over 3 years) Average Total Return: 13.68%