Bellevue Asset Management AG

  • Land: Schweiz

Nachricht vom 09.01.2020 | 14:00

Bellevue Asset Management AG: Management Team for Bellevue's BB Global Macro fund expanded

EQS Group-News: Bellevue Asset Management AG / Key word(s): Personnel
09.01.2020 / 14:00

Media release of January 9, 2020

Management Team for Bellevue's BB Global Macro fund expanded

Bellevue Asset Management ("Bellevue") has recruited Alexis Dawance, a highly experienced equity specialist, as it continues to expand the Portfolio Management Team for its BB Global Macro fund.

The Management Team for the BB Global Macro fund, an absolute return strategy, is being further expanded with the recruitment of Alexis Dawance. Thanks to its excellent track record over the years, the fund's volume has steadily increased and now amounts to CHF 800 mn. The recruitment of Alexis Dawance will strengthen the team's expertise, particularly in equities.

Alexis Dawance previously worked as Head of Equities at MFM Mirante Fund Management, an independent asset manager in Lausanne, and was responsible, among other things, for a long/short equity fund. Prior to MFM, he was a founding partner of Global-Cap AG, an investment boutique, where he managed a global thematic equity strategy. His earlier career history includes positions at Merrill Lynch and Lehman Brothers. Alexis Dawance studied finance and management at the Faculty of Business and Economics of the University of Lausanne (HEC).

Lucio Soso has been the Senior Manager of the BB Global Macro fund ever since it was launched. He is supported on the fixed income side by Alexandrine Jaecklin and by Markus Peter for matters pertaining to asset allocation and product strategy. The fund delivered a full-year performance of 7.0% in 2019, which is at the upper end of its targeted performance range, with a realized volatility of a low 2.9%, which corresponds to a Sharpe ratio of 2.5.

Lucio Soso about the new team member: "We are pleased to have an equity investment specialist with such an impressive track record as Alexis Dawance join our team. With his expertise in long/short equity investing, he will truly strengthen our capabilities."

Alexis Dawance: "I'm very impressed by team's commitment to excellence and look forward to contributing to the fund's ongoing success. The fund covers a very broad investment universe, and I am excited to focus on equity asset class."

For further information:

Bellevue Asset Management AG, Seestrasse 16 / P.O. Box, CH-8700 Küsnacht/Zurich
Tanja Chicherio, Tel. +41 44 267 67 09, tch@bellevue.ch

www.bellevue.ch


Bellevue Asset Management

Bellevue Asset Management and its sister company StarCapital based in Oberursel outside Frankfurt, Germany are part of Bellevue Group, an independent Swiss financial group registered in Zurich and listed on the Swiss Exchange SIX. Bellevue was established in 1993 and has since become a leading investment boutique with a focus on healthcare, regional strategies, multi-asset solutions and global equity and bond funds. Assets under management amount to CHF 11.7 billion.

Disclaimer: This document is neither directed to, nor intended for distribution or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation. The information and data presented in this document are not to be considered as an offer or solicitation to buy, sell or subscribe to any securities or financial instruments. The information, opinions and estimates contained in this document reflect a judgment at the original date of release and are subject to change without notice. No liability is assumed for its correctness and accuracy. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient and in particular tax treatment depends on individual circumstances and may be subject to change. This document is not to be relied upon in substitution for the exercise of independent judgment. Before making any investment decision, investors are recommended to ascertain if this investment is suitable for them in the light of their financial knowledge and experience, investment goals and financial situation, or to obtain specific advice from an industry professional. The details and opinions contained in this document are provided without any guarantee or warranty and are for the recipient's personal use and information purpose only. Every investment involves risk, especially with regard to fluctuations in value and return, and investors' capital may be at risk. If the currency of a financial product is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. Past performance is no indicator for the current or future performance. The performance data are calculated without taking account of commissions and costs that result from subscriptions and redemptions. Commissions and costs have a negative impact on performance. This document does not reflect any risks related to investments into the mentioned securities and financial instruments. Financial transactions should only be undertaken after having carefully studied the current valid prospectus and are only valid on the basis of the latest version of the prospectus and available annual and semi-annual reports. As the funds are recognised (ie. registered) but not authorised in the UK, the UK Financial Services Authority's financial services compensation scheme does not apply to investments in the fund but the Financial Services Authority regulated firm approving this document for the purposes of UK regulation has taken reasonable steps to satisfy itself that Bellevue will deal in an honest and reliable way and is so satisfied. The Bellevue Funds (Lux) SICAV is admitted for public offering and distribution in Switzerland. Representative agent in Switzerland: Acolin Fund Services AG, Affolternstrasse 56, CH-8050 Zürich and paying agent in Switzerland: Bank am Bellevue AG, Seestrasse 16, P.O. Box, CH-8700 Kusnacht. The Bellevue Funds (Lux) SICAV is admitted for public distribution in Austria. Paying and information agent: Erste Bank der oesterreichischen Sparkassen AG, Graben 21, A-1010 Vienna. The Bellevue Funds (Lux) SICAV is admitted for public distribution in Germany. Paying and information agent: Bank Julius Bär Europe AG, An der Welle 1, P.O. Box, D-60062 Frankfurt a. M. The Bellevue Funds (Lux) SICAV is recognised for public offering and distribution in the United Kingdom. Facilities agent: Global Funds Registration Limited, 1st Floor, 10 New Street, London EC2M 4TP.The Bellevue Funds (Lux) SICAV is registered with the CNMV under the number 938. Prospectus, Key Investor Information Document ("KIID"), the articles of association as well as the annual and semi-annual reports of the Bellevue Funds under Luxembourg law are available free of charge from the above mentioned representative, paying, facilities and information agents as well as from Bellevue Asset Management AG, Seestrasse 16, CH-8700 Kusnacht. Copyright (c) 2017 Morningstar, Inc.. All rights reserved. From Thomson Reuters Lipper Awards, (c)2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.



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