BWM Value Investing, Fondssparplan.ch, Classic Funds
Financial Services - Freienbach, Schwyz, Switzerland
BWM Value Investing, Fondssparplan.ch, Classic Funds Employees
BWM Value Investing, Fondssparplan.ch, Classic Funds Details
BWM AG was founded in late 1997 in order to offer equity funds for long-term capital appreciation in the value style. Lipper Thomson Reuters has awarded us several times for the best Global Equity Fund over one, three or five years since its founding.Since inception, our flagship product, the Classic Global Equity Fund, has delivered 8-10% annualized returns in CHF (after deduction of all fees, without leverage). In other words, our total return is currently appx. 600% and our annualized alpha is 5% relative to our benchmark, the MSCI World including net dividends in CHF. Our tracking error is big and a look at our portfolio www.bwm.ch shows, that our security selection is rather unconventional, which often means for our clients an additional diversification. Our total expense ratio is a moderate 1.31% and our annual portfolio turnover ratio is low . We currently manage around 600 MIo CHF.Our style of investing entails buying only those securities that offer value from an absolute return perspective. We estimate the intrinsic value of a company on the basis of normalized earnings multiples and normalized earnings over a business cycle, and we check the results with a DCF-calculation. This approach allows us to capture the academically proven value-premium, if not a higher excess return. Our investment process is very research intensive and clearly structured. Our portfolio consists of our best 25-30 ideas.Our team is very stable. The founding partner is still in the same operating role, and the four-man research team has been working together since 2004. Today we are all Partners and have almost all of our wealth invested in our funds.
BWM Value Investing, Fondssparplan.ch, Classic Funds Technologies
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