I have been involved in management of UCIT Equity Funds, Mergers and Acquisitions and pre-IPOs since 2000 out of Zürich, Switzerland. I am searching for companies that have solid and sustainable growth prospects, a strategically sharp Board and a track record of managerial execution.
Of course, the best ingredients not always translate into fantastic meal but they are an absolutely necessary starting point for sustainability, Therefore I take a great care in fundamental research of companies on a stand-alone basis and in the broad universe of their stakeholders.
My investment horizon is at least 3 years and ideally longer. The overriding goal is to have a dynamically managed equity portfolio that protects invested capital from time erosion.