EQS Group-News: Bellevue Asset Management AG / Key word(s): Personnel
Bellevue Asset Management AG: Management Team for Bellevue's BB Global Macro
fund expanded
2020-01-09 / 14:00
Media release of January 9, 2020
*Management Team for Bellevue's BB Global Macro fund expanded*
*Bellevue Asset Management ("Bellevue") has recruited Alexis Dawance, a
highly experienced equity specialist, as it continues to expand the
Portfolio Management Team for its BB Global Macro fund. *
The Management Team for the BB Global Macro fund, an absolute return
strategy, is being further expanded with the recruitment of Alexis Dawance.
Thanks to its excellent track record over the years, the fund's volume has
steadily increased and now amounts to CHF 800 mn. The recruitment of Alexis
Dawance will strengthen the team's expertise, particularly in equities.
Alexis Dawance previously worked as Head of Equities at MFM Mirante Fund
Management, an independent asset manager in Lausanne, and was responsible,
among other things, for a long/short equity fund. Prior to MFM, he was a
founding partner of Global-Cap AG, an investment boutique, where he managed
a global thematic equity strategy. His earlier career history includes
positions at Merrill Lynch and Lehman Brothers. Alexis Dawance studied
finance and management at the Faculty of Business and Economics of the
University of Lausanne (HEC).
Lucio Soso has been the Senior Manager of the BB Global Macro fund ever
since it was launched. He is supported on the fixed income side by
Alexandrine Jaecklin and by Markus Peter for matters pertaining to asset
allocation and product strategy. The fund delivered a full-year performance
of 7.0% in 2019, which is at the upper end of its targeted performance
range, with a realized volatility of a low 2.9%, which corresponds to a
Sharpe ratio of 2.5.
Lucio Soso about the new team member: "We are pleased to have an equity
investment specialist with such an impressive track record as Alexis Dawance
join our team. With his expertise in long/short equity investing, he will
truly strengthen our capabilities."
Alexis Dawance: "I'm very impressed by team's commitment to excellence and
look forward to contributing to the fund's ongoing success. The fund covers
a very broad investment universe, and I am excited to focus on equity asset
class."
*For further information:*
Bellevue Asset Management AG, Seestrasse 16 / P.O. Box, CH-8700
Küsnacht/Zurich
Tanja Chicherio, Tel. +41 44 267 67 09, tch@bellevue.ch
www.bellevue.ch [1]
*Bellevue Asset Management*
Bellevue Asset Management and its sister company StarCapital based in
Oberursel outside Frankfurt, Germany are part of Bellevue Group, an
independent Swiss financial group registered in Zurich and listed on the
Swiss Exchange SIX. Bellevue was established in 1993 and has since become a
leading investment boutique with a focus on healthcare, regional strategies,
multi-asset solutions and global equity and bond funds. Assets under
management amount to CHF 11.7 billion.
*Disclaimer: *This document is neither directed to, nor intended for
distribution or use by, any person or entity who is a citizen or resident of
or located in any locality, state, country or jurisdiction where such
distribution, publication, availability or use would be contrary to law or
regulation. The information and data presented in this document are not to
be considered as an offer or solicitation to buy, sell or subscribe to any
securities or financial instruments. The information, opinions and estimates
contained in this document reflect a judgment at the original date of
release and are subject to change without notice. No liability is assumed
for its correctness and accuracy. This information pays no regard to the
specific or future investment objectives, financial or tax situation or
particular needs of any specific recipient and in particular tax treatment
depends on individual circumstances and may be subject to change. This
document is not to be relied upon in substitution for the exercise of
independent judgment. Before making any investment decision, investors are
recommended to ascertain if this investment is suitable for them in the
light of their financial knowledge and experience, investment goals and
financial situation, or to obtain specific advice from an industry
professional. The details and opinions contained in this document are
provided without any guarantee or warranty and are for the recipient's
personal use and information purpose only. Every investment involves risk,
especially with regard to fluctuations in value and return, and investors'
capital may be at risk. If the currency of a financial product is different
from your reference currency, the return can increase or decrease as a
result of currency fluctuations. Past performance is no indicator for the
current or future performance. The performance data are calculated without
taking account of commissions and costs that result from subscriptions and
redemptions. Commissions and costs have a negative impact on performance.
This document does not reflect any risks related to investments into the
mentioned securities and financial instruments. Financial transactions
should only be undertaken after having carefully studied the current valid
prospectus and are only valid on the basis of the latest version of the
prospectus and available annual and semi-annual reports. As the funds are
recognised (ie. registered) but not authorised in the UK, the UK Financial
Services Authority's financial services compensation scheme does not apply
to investments in the fund but the Financial Services Authority regulated
firm approving this document for the purposes of UK regulation has taken
reasonable steps to satisfy itself that Bellevue will deal in an honest and
reliable way and is so satisfied. The Bellevue Funds (Lux) SICAV is admitted
for public offering and distribution in Switzerland. Representative agent in
Switzerland: Acolin Fund Services AG, Affolternstrasse 56, CH-8050 Zürich
and paying agent in Switzerland: Bank am Bellevue AG, Seestrasse 16, P.O.
Box, CH-8700 Kusnacht. The Bellevue Funds (Lux) SICAV is admitted for public
distribution in Austria. Paying and information agent: Erste Bank der
oesterreichischen Sparkassen AG, Graben 21, A-1010 Vienna. The Bellevue
Funds (Lux) SICAV is admitted for public distribution in Germany. Paying and
information agent: Bank Julius Bär Europe AG, An der Welle 1, P.O. Box,
D-60062 Frankfurt a. M. The Bellevue Funds (Lux) SICAV is recognised for
public offering and distribution in the United Kingdom. Facilities agent:
Global Funds Registration Limited, 1st Floor, 10 New Street, London EC2M
4TP.The Bellevue Funds (Lux) SICAV is registered with the CNMV under the
number 938. Prospectus, Key Investor Information Document ("KIID"), the
articles of association as well as the annual and semi-annual reports of the
Bellevue Funds under Luxembourg law are available free of charge from the
above mentioned representative, paying, facilities and information agents as
well as from Bellevue Asset Management AG, Seestrasse 16, CH-8700 Kusnacht.
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End of Corporate News
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(END) Dow Jones Newswires
January 09, 2020 08:00 ET (13:00 GMT)
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