Swiss private banking and asset management group Julius Baer has recently made available to "demanding" private investors so-called equity style mandates, which are based on the investment styles "value", "growth" and "sector rotation".
The aim of equity style mandates is to exploit "systematically and rewardingly" the short and medium-term anomalies that occur in the market prices of sectors and individual stocks. A statement from Julius Baer said: 'Specialized teams at Julius Baer have further developed the basic principles behind the styles "value", "growth" and "sector rotation" into detailed decision and selection processes. They are built on extensive fundamental and quantitative analysis of economic trends, sectoral developments and companies, which lead to an absolute and relative valuation of entire markets, sectors and individual stocks.'
The style of each mandate determines the investment focus on a sectoral and individual stock basis. The investment activity in the mandate "Special Value" centres on companies whose shares experienced a sharp decline in price and which now are clearly undervalued, but based on the fundamental assessment of Julius Baer analysts have intact growth prospects and a sound financial basis. The mandate "Growth Explorer" invests in shares of promising companies which are active in economic sectors experiencing exceptional growth rates and therefore offer the prospect of a long-term above average increase in sales and profit. Management of the mandate "Sector Rotation" is an extended combination of the styles value and growth. Based on an active sector strategy, both under- and over-valuations are actively exploited.
Julius Baer equity style mandates are available from SFr2.5m and are based on the MSCI World or individually structured benchmarks. The bank said: 'They are suitable for demanding private investors who seek pure equity mandates that are actively managed according to an investment style. The selection of an appropriate style is dependent on your individual risk profile and should be executed only after consulting a client advisor at Julius Baer. Investing in style mandates requires an investment horizon of several years.'
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