![Reto Portmann](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Reto Portmann is a Chief Operating Officer at zCapital AG.
He is responsible for operations, risk management, and finance at zCapital.
He gained experience in investment research, particularly in the Swiss small and mid-cap segment, while working for Bank Sarasin in Zurich and London.
Afterward, he was a Director of corporate finance at Bank am Bellevue.
There, he was involved in more than 60 capital market transactions, among other IPOs, capital increases, convertible bonds, and share repurchases.
He holds an AZEK Diploma and a degree in business administration at the University of St. Gallen (lic.oec.HSG).
Reto Portmann active positions
| Companies | Position | Start |
|---|---|---|
zCapital AG
 zCapital AG Investment ManagersFinance zCapital is an active, fundamental research-based manager which focuses on companies with successful, sustainable business models which can deliver even in a low-growth environment. They invest through their funds in Swiss small and mid-cap stocks and Swiss equities paying attractive dividends. They measure performance against the SPI Extra® and SPI® indexes, respectively. For their Swiss Small & Mid Cap Fund, the firm selects stock by focusing on the market, technology and cost leaders in diverse industries. They typically invest in 50 to 70 companies, aiming to consistently outperform the benchmark index. They are primarily a long-term investor but also take advantage of short-term opportunities to enhance portfolio performance. They select dividend-paying Swiss equities utilizing a proprietary dividend analysis tool combined with fundamental research and take corporate governance risks into account when constructing the Swiss Dividend Fund portfolio. They invest in 25 to 40 equities in the SPI® Index, with around half being invested in blue chips and half in second-line stocks. | Chief Operating Officer | 2008-07-31 |
Former positions of Reto Portmann
| Companies | Position | End |
|---|---|---|
Bank Sarasin & Cie AG (Broker)
 Bank Sarasin & Cie AG (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2002-11-03 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
6
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Bank Sarasin & Cie AG (Broker)
Bank Sarasin & Cie AG (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
zCapital AG
zCapital AG Investment ManagersFinance zCapital is an active, fundamental research-based manager which focuses on companies with successful, sustainable business models which can deliver even in a low-growth environment. They invest through their funds in Swiss small and mid-cap stocks and Swiss equities paying attractive dividends. They measure performance against the SPI Extra® and SPI® indexes, respectively. For their Swiss Small & Mid Cap Fund, the firm selects stock by focusing on the market, technology and cost leaders in diverse industries. They typically invest in 50 to 70 companies, aiming to consistently outperform the benchmark index. They are primarily a long-term investor but also take advantage of short-term opportunities to enhance portfolio performance. They select dividend-paying Swiss equities utilizing a proprietary dividend analysis tool combined with fundamental research and take corporate governance risks into account when constructing the Swiss Dividend Fund portfolio. They invest in 25 to 40 equities in the SPI® Index, with around half being invested in blue chips and half in second-line stocks. | Finance |
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