Our objective is to be a long-term solution-provider and partner to our clients. We therefore attach great importance to:
Transparency and comprehensibility
Stability and entrepreneurial engagement
|Impartiality in our investment decisions, as well as the disciplined and systematic implementation of our investment strategy.||Our investment activities are as transparent as possible and are based on a clear and comprehensible foundation of data. All investment decisions are process-driven and are made exclusively by the Investment Committee.||We offer stability, and a business-minded commitment to serving and caring for our clients. We have a very low turnover rate for both staff and management.|
We strive for quality not only in our investments, but also in our own company. This applies in particular to communications, reporting, the availability of contact persons, consistent management, how Hérens Quality Asset Management is financed, and how our finances are structured.
The beginning of our company goes back to 2003, when Dr. Philipp Weckherlin and Markus P. Hepp founded CE Asset Management, later to be known as CEAMS. The company and its unique investment approach were founded around one core belief – that it is possible to systematically identify fundamentally strong quality companies with attractive valuation regardless of market cycles.
CEAMS has been regarded as a pioneer in systematic quality equity investing since its foundation, supported by the analytical power of the own Research Center in Riga (Latvia), operational since 2004. Strong analytical backbone and systematic adherence to the corporate excellence research laid a solid ground for continuous development of the firm, its team, product offering and the approach in general.
With an over 15-year track record in generating alpha, we have proven our expertise in international quality equity investments. Additionally, we have strongly promoted the fact that quality is an independent factor alongside the traditional investment styles value and size. In order to provide an even more quality-targeted products to our clients as well as to complement our regional quality strategies, we launched Global Quality Top portfolios in 2014.
Their highly focused compositions are carefully selected and rely on years of disciplined quality research.
To honour the best quality companies worldwide, we have joined forces with academics in 2008 and launched an annual Corporate Excellence Award (more information on the Award can be found in the CE Award section on our homepage).
In 2014 CEAMS became a part of the Raiffeisen Group Switzerland in the Group’s effort to create its own investment management arm, with the subsequent sale to Vontobel Bank Switzerland 2 years later. During this brief period, neither the Quality investment approach nor the core team have been affected. In 2017, led by the next generation of partners – Diego Föllmi (previously a member of the executive management at CEAMS), Dmitry Baulin (previously Head of Research at CEAMS) and Dr. Andreas Mattig (previously owner of Hérens Partners) – CE Asset Management AG conducted a management buyout, acquired Hérens Partners Ltd. and re-branded into Hérens Quality Asset Management AG, thus preserving independence and further development of the CEAMS quality approach, while enhancing it with a greater depth of expertise.
Hérens Quality Asset Management is an asset manager for collective investment schemes supervised by the Swiss Financial Market Supervisory Authority (FINMA).
Partners and members of the Executive Management
Hérens Quality Asset Management Team
Markus P. Hepp
Dr. Philipp Weckherlin
Dr. Friedrich Schmitz
CE Services Latvia Team
Dr. Julija Bistrova