• Anrepa

    ANREPA:
    THINKING
    LONG-TERM

ANREPA: THINKING LONG-TERM.

Statement on COVID-19

“We do not expect our portfolio companies to anticipate the next economic downturn, however, we expect them to endure it and to stay financially independent during tougher times.”
ANREPA Report 2nd Quarter 2015

All our employees are well and healthy and are predominantly working from home. We hope that you are well and healthy too, in these rather unusual times.

The low stock market prices reflect the current uncertainty surrounding the development of the COVID-19 crisis. Our portfolio could not escape the setback of equity markets across the world. It is still too early to evaluate the full economic impact and how long the recovery will take. In these times, we remain in close contact with our portfolio companies. They feel the economic downturn but their solvency is not threatened.

We neither saw the COVID-19 crisis coming, nor did we foresee its magnitude. However, our portfolio is prepared for difficult times.

An essential component of our strategy is the rigorous analysis of the companies’ liquidity. The companies in our portfolio have therefore significantly less debt compared to other listed companies. Moreover, we always have a preference for companies that supply products deemed essential. These companies still experience demand in difficult times. We therefore believe that our portfolio companies will weather this crisis well.

Please find more information about the importance of products being deemed essential as well as the topic of indebtedness in the subsequent links. In the meantime, we stay focused on our risk management motto “fortune favors the prepared”.

”Healthy Balance Sheet“ 06.07.2015
“Stability through natural demand” 06.01.2015

ANREPA offers long term oriented clients an independent and disciplined fundamental equity strategy.

Investment Strategy

The ANREPA strategy ...

  • is a value investing strategy.
  • invests in publicly traded, sufficiently liquid stocks.
  • is implemented with a long term investment horizon.
  • is a long only strategy, which eliminates market timing as a source of return.
  • is based on proprietary fundamental research produced by the in house research team.
  • incorporates a sophisticated risk management with advanced diversification and proactive control of exposures.
  • is focused on generating alpha and not beta and hence strictly rejects any form of leverage.
  • invests globally and across all sectors in order to maximize the pool of potential opportunities.

Team

Urs Dickenmann
Partner

27 years of experience in Wealth Management, Corporate Client Relations and Controlling at Credit Suisse / Previously 5 years in finance and controlling in industrial companies / Member of Board of Directors in various companies

Remo di Giorgio
Partner

30 years of experience in the financial sector in various executive positions / 18 years at Credit Suisse in various leading positions in Capital Markets, Institutional Business and Wealth Management
 

Stefan Buchli
Partner

18 years of experience as Analyst and Senior Portfolio Manager for premium and corporate clients at Bank Vontobel / Executive Program at the Swiss Finance Institute / University of Berne graduate in Economics

Matthias Sigrist, CFA
Partner

Winner of the Quant Awards 2012 at CFA Institute France / Master’s degree in Finance at HEC Paris / Graduated from Fisher College of Business, USA

Product

  • We offer a single equity strategy, which is global and long only
  • There are no sector restrictions
  • The portfolio composition by currency can be seen in each quarterly report
  • We offer our strategy through managed accounts at various custodian banks (e.g. Credit Suisse, LUKB)
The Swiss Financial Market Supervisory Authority (FINMA) has authorized ANREPA as asset manager for collective investment schemes as per Art. 13 para. 2 lit f CISA

Performance

Global Focused Equity Fund – Class A

Net return in CHF1. QuarterQ12. QuarterQ23. QuarterQ34. QuarterQ4Year
2016 -0.8% -1.5% 7.9% -0.3% 5.1%
2017 4.4% 0.5% 6.2% 5.5% 17.6%
2018 -1.9% 7.2% 0.6% -16.5% -11.6%
2019 15.6% -1.6% 4.2% 11.9% 32.7%
2020 -29.5%        
YTD         -29.5% *
Since inception p.a.         0.6% *
* 31.03.2020

Reports

Job Openings

Please find our open positions below. Should we currently not have any job openings posted, you may still send your CV and motivation letter to This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact us.

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ANREPA Asset Management AG
Neuhofstrasse 12
6340 Baar (ZG)
Switzerland

Urs Dickenmann
Tel. +41 41 725 23 03
M.  +41 79 477 73 21
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Remo di Giorgio
Tel. +41 41 725 23 05
M.  +41 79 205 67 49
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