Daniel Pfund

IAM is an active, growth-oriented manager which constructs portfolios invested globally in equity, fixed-income, precious metals and real estate. They focus on Swiss, European and North American blue-chip and large-cap equity; however, they have no market-cap restrictions and no particular sector focus. As a real estate investor they primarily invest in Swiss securities and invest in global real estate markets via REITs. The firm's investment process combines top-down asset allocation and bottom-up sector and stock selection. They aim to identify companies with strong management teams, which are concerned about shareholder value, and which have leading market positions and a significant unexploited market opportunity. IAM conducts fundamental analyses to determine future cash flow. They utilize in-house research for local investments which they complement with third-party research. They employ quantitative tools, primarily as risk and exposure control measures.

Forum Finance invests through a long-only investment approach which aims to generate sustainable, long-term results, where capital preservation is as important as capital growth. The firm manages assets through the use of a top-down, macro-economic analysis combined with bottom-up, specific security selection. Client portfolios are globally diversified across multiple asset classes.

LOAM Switzerland is a process-driven, active and passive manager whose investment strategy is devised by a dedicated team that scrutinizes financial universes in search of decisive new trends and undervalued assets. The firm offers a comprehensive range of single- and multi-strategy funds of hedge funds covering major geographical regions either globally or individually. Their traditional funds include equity (sectoral, international, regional, emerging markets, small and medium-sized companies), fixed-income (single or multi-currency, private or public issuers, emerging markets, convertible bonds, short-term investments), asset allocation and balanced funds. LOAM Switzerland employs a global approach, selecting the most experienced fund managers based on quantitative, qualitative, and structural criteria within strategies chosen for their outperformance potential in the economic and demographic environment. Their equity funds seek to include equities that are significantly undervalued in terms of fundamentals, focusing on stocks whose market behavior reflects upward trends. For their bond funds, they utilize active, opportunistic management, aiming to protect capital while outperforming the money market.