Bellevue Asset Management

BB Entrepreneur Switzerland celebrates its 10th year anniversary

Bellevue Asset Management / Bellevue Asset Management: BB Entrepreneur Switzerland celebrates its 10th year anniversary . Processed and transmitted by NASDAQ OMX Corporate Solutions. The issuer is solely responsible for the content of this announcement.

Investment strategies focused on family-owned or -run companies are now a fixed part of the asset management landscape. This month ten years ago Bellevue Asset Management launched the very first investment fund in Switzerland focused on entrepreneur-owned companies - BB Entrepreneur Switzerland. Its impressive track record speaks for the success of this strategy. 

The quality of any investment asset is revealed in its long-term performance and BB Entrepreneur Switzerland (ISIN CH0023244368) looks back on an impressive 10-year track record. Since its launch on April 4, 2006, this fund focused on family-owned and entrepreneurial companies has gained 72% in value (as of March 31, 2016), fueled by successful stock-picking. Its benchmark the SPI lags well behind the fund, having advanced by only 34% during the same period. Statistically, only one fifth of all funds manage to outperform their benchmark. According to research data published Lipper/Thomson Reuters, in a comparison with its Swiss peers BB Entrepreneur Switzerland has ranked best-in-class for the past 10 years (Equity Switzerland).

BB Entrepreneur Switzerland has performed particularly well in the current year. Despite the high volatility, it is up 0.4% year-to-date (as of March 31, 2016), which represents an outperformance of 9% to the SPI.

Pioneer in asset management

Itself an entrepreneurial asset management company, Bellevue was quick to recognize the potential and viability of investing in businesses that are family owned. Bellevue's launch of the BB Entrepreneur Switzerland Fund in 2006 was a pioneering move that offered investors a special investment vehicle for capturing the positive effects a company's ownership structure can have on its stock market performance. Numerous empirical studies have been conducted in the meantime proving that entrepreneur-owned companies do indeed deliver better results, not least on the stock market.