Profile
Mr. Carlo Capaul, CFA, is a Portfolio Manager at VI Vorsorgeinvest AG.
Previously, he was leading a team of dedicated portfolio managers.
He joined the firm in July 2004.
He has extensive experience in empirical equity research and is the author of various articles in financial and business publications.
Before joining GAM Group, he worked as an Investment Strategist and Senior Portfolio Manager at Swisscanto Portfolio Management, as a Director at van Vemde Portfolio Management and as a Financial Analyst/Portfolio Manager at UBS Asset Management.
He holds a Mechanical Engineering Diploma of the Swiss Institute of Technology and is a CFA charter holder.
Former positions of Carlo Capaul
| Companies | Position | End |
|---|---|---|
VI Vorsorgeinvest AG
VI Vorsorgeinvest AG Investment ManagersFinance VI is an active, research-based manager which systematically implements their investment process beginning with an evaluation of the macroeconomic outlook, conducting macro and category analyses, defining investment tactics, employing valuation models, establishing the manager view and constructing portfolios. | Portfolio Manager-Equities | 2023-04-30 |
GAM Investment Management (Switzerland) AG
GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Switzerland is an active, conviction-based manager which developed a comprehensive range of investment strategies asset classes and styles, with core capabilities in fixed income, equity, multi asset & solutions and systematic. All the strategies share one common aim: to deliver positive, long-term absolute returns with controlled volatility and low correlation to traditional asset classes. The firm’s investment philosophy and approach add value through active decision-making at three levels: long-term strategic asset allocation, short-term tactical asset allocation and underlying investments. GAM uses in-house and external managers to manage their funds. | Head-Equity Investments | 2018-12-31 |
Swisscanto Fondsleitung AG
Swisscanto Fondsleitung AG Investment ManagersFinance Swisscanto is an active, growth-oriented manager which consistently applies the relative value approach. Their investment philosophy is based on modern portfolio theory and emphasizes risk control and risk steering. The firm invests globally in equity and debt with a long-term outlook, generally favoring large-cap European companies. They utilize a credit spread investment approach to invest in bonds and employ a style investing approach for equity. They also make mixed, real estate, sustainable and alternative investments. | Portfolio Manager-Equities | 2005-10-17 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
GAM Investment Management (Switzerland) AG
GAM Investment Management (Switzerland) AG Investment ManagersFinance GAM Switzerland is an active, conviction-based manager which developed a comprehensive range of investment strategies asset classes and styles, with core capabilities in fixed income, equity, multi asset & solutions and systematic. All the strategies share one common aim: to deliver positive, long-term absolute returns with controlled volatility and low correlation to traditional asset classes. The firm’s investment philosophy and approach add value through active decision-making at three levels: long-term strategic asset allocation, short-term tactical asset allocation and underlying investments. GAM uses in-house and external managers to manage their funds. | Finance |
Swisscanto Fondsleitung AG
Swisscanto Fondsleitung AG Investment ManagersFinance Swisscanto is an active, growth-oriented manager which consistently applies the relative value approach. Their investment philosophy is based on modern portfolio theory and emphasizes risk control and risk steering. The firm invests globally in equity and debt with a long-term outlook, generally favoring large-cap European companies. They utilize a credit spread investment approach to invest in bonds and employ a style investing approach for equity. They also make mixed, real estate, sustainable and alternative investments. | Finance |
VI Vorsorgeinvest AG
VI Vorsorgeinvest AG Investment ManagersFinance VI is an active, research-based manager which systematically implements their investment process beginning with an evaluation of the macroeconomic outlook, conducting macro and category analyses, defining investment tactics, employing valuation models, establishing the manager view and constructing portfolios. | Finance |
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