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Quality stocks of selected sectors

13/07/2020

Press Articles

Quality is trumps

“It is better to be invested in the worst company in a good sector than in the best company in a bad sector” is one of the guiding principles of Diego Föllmi, who is responsible for managing the company together with Dimitry Baulin and Arlind Isufi. As a logical consequence, companies from the IT, healthcare and consumer staples sectors are clearly preferred over capital-intensive and highly regulated sectors such as airlines, finance, utilities and energy. Some of these sectors had structural problems long before the COVID 19 shock, as is the case with the airline sector. Others, however, have actually been able to expand their positioning currently. One example is Synopsis, a very successful company in the semiconductor design software sector, which is experiencing a real boost from digitization. With this investment style, it has been possible to achieve alpha in every region since launch. There are currently four funds licensed for distribution in Austria, which invest in quality stocks from the regions of Switzerland, Europe, the USA and the emerging markets.

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T: +41 (0)-43 222 31 41
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E: info@hqam.ch

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