JMS Invest AG HF180013
Best Active Fund Manger 2018 – Switzerland & Best Long/Short Equity Fund (1Year): AlphaCore Capital Company: JMS Invest AG Contact: Miro Zuzak, PhD, CFA Contact Email: mz@jmsinvest.ch Address: Seefeldstrasse 299, Zürich, 8008, Switzerland Phone: 41443802808
JMS Invest AG JMS Invest AG is a boutique investment manager based in Zürich, Switzerland. Miro Zuzak, Partner in the firm, talks us through its fund, AlphaCore, and how the firm works to provide only the highest possible standards of service and strong returns to its valued investors.
JMS Invest offers one fund, enabling it to focus on this portfolio exclusively, ensuring stronger results for investors, as Miro highlights.
“Here at JMS Invest, we only manage a single fund, meaning that our entire expertise and effort goes into this one portfolio. Being the largest investors in the fund ourselves, we focus on performance while outsourcing the rest, including distribution services. It is a long/short equity strategy, focused on Small and Mid-Caps in German speaking countries. The selection process is fundamental, bottom-up, and we run a concentrated portfolio of high conviction investment ideas.” “As an entrepreneurial business, the three of us are partners in the firm, shareholders of JMS Invest and we are fully invested in our fund, AlphaCore. As such, this is further testament to our strong commitment to providing the very best service and exceptional returns for our investors.” Thanks to the firm’s investment process, it has achieved strong success over recent years, as Miro is pleased to report.
“Managing drawdowns is the key to long term success. We have achieved an annualised compound return of 9.3% in Swiss Francs since inception, almost 10 years ago. This time frame includes the crises in 2008 and 2011. Our drawdowns have been very limited and our Sharpe and Sortino ratios of 1.3 and 1.9 are among the best in the industry. This exceptional success we were able to achieve thanks to prudent risk taking, and positive returns in both 2008 and 2011 confirm that this strategy works.” Overall, the future looks bright for JMS Invest, as the firm seeks to grow its fund and involve new investors.
“After 8 years of bull market, valuations are significantly above historical averages and expectations regarding future earnings levels are very demanding. Then, following a strong year for equities, today’s market is nothing less than the perfect environment for long/short equity strategies. At JMS Invest we are optimistic about the future, as we open up our fund to external investors by migrating it to Ireland and becoming UCITS compliant”, Miro concludes.
JMS Invest AG is a boutique investment manager that provides only the highest possible standards of service and strong returns to it’s investors.
Acquisition International - Hedge Fund Awards 2018 25