Simon Kupferschmid

Functions as a College/University

BEKB is an active, value-based manager which follows a bottom-up process to select Swiss stocks, evaluates qualitative and quantitative criteria. The firm seeks to identify attractive shares with low valuations, a high dividend yield, a reasonable profit, sales growth and good corporate governance. They invest clients’ assets in stocks, bonds and alternative products that utilize enhanced indexing aiming to achieve long-term excess returns relative to the benchmark. Their investment committee performs tactical asset allocation based on a comprehensive analysis of macroeconomic factors and financial market-specific data.