Citywire - For Professional Investors

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Zurich adviser launches second Swiss equity fund

Zurich adviser launches second Swiss equity fund

Zurich-based adviser Entrepreneuer Partners is set to launch a new Swiss equity fund on 30 June 2017, the firm has announced.

The new strategy, EnPa Swiss Top Picks fund, will be managed by Reto Brühwiler and Rudolf König.

Brühwiler will join the firm from MainFirst (Switzerland) where he is currently head of sales. He also has many years of experience as a Swiss equity broker.

The new portfolio manager used to work with König, who is lead manager of another Swiss equity fund at the firm, Tavau Swiss fund, which stopped issuing new fund units in April.

The new fund invests across all caps with a tilt towards small- and mid-cap companies and will focus on 10-15 titles. It will be a long-only strategy that will use futures and put options to hedge the positions.

Speaking to Citywire Switzerland Daniel Müller, head of asset management at Entrepreneur Partners, said the firm had been discussing the launch of the fund with clients for a long time.

‘In Switzerland there is an increased risk in the market as it is getting really crowded with many long-only small- and mid-cap funds becoming really large. We want to create a focused portfolio with the top companies that can evolve over the coming years no matter what happens on the markets.’   

Tavau Swiss Fund returned 32.48% in Swiss franc terms over the past three years to the end of May 2017. Its technical indicator, the Swiss Performance Index TR, returned 19.76% over the same timeframe.   

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Events
  • Citywire DACH 2016

    Citywire DACH 2016

  • Citywire Switzerland 2016

    Citywire Switzerland 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Switzerland 2015, Gstaad

    Citywire Switzerland 2015, Gstaad

  • Zurich Forum 2015

    Zurich Forum 2015

  • Zurich Forum 2015

    Zurich Forum 2015

  • Geneva Roundtable 2015

    Geneva Roundtable 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Citywire Gstaad 2014

    Citywire Gstaad 2014