The Orchestra Global Equity Fund has a broad, international investment universe that enables an extensive coverage of globalized industries, transnational supply chains as well as secular mega trends by the investment team. While the core investment regions are comprised by North America and Western Europe, the fund has the flexibility to add positions in further markets, mainly in Japan, China, Korea, Taiwan, Brazil, Mexico and Russia. The fund invests in single stocks, with each company within the portfolio thoroughly studied following a fundamental approach.
The Orchestra European L/S Equity Fund leverages the management team’s breadth of knowledge of the European equity universe (with a focus on Western Europe) in order to offer investors exposure to a diversified palette of opportunities. Without following a market neutral approach, the fund has the flexibility to confront proprietary views on countries, sectors, sub-sectors and individual companies, taking long or short positions on single stocks to maximize the potential of each investment idea. Each company within the portfolio is thoroughly studied following a fundamental approach.
The Orchestra Swiss Equity Fund benefits from the extensive coverage track record and investing experience of the fund management team in the Swiss equity space. Deep knowledge of the Swiss corporate landscape enables the team to implement its proprietary views on single stocks and allows investors to be exposed to high-quality, established Swiss companies that are not usually on the radar of the main indices. Fund management team is thus able to offer a balanced and flexible sector exposure. Each company within the portfolio is thoroughly studied following a fundamental, bottom-up approach.
The Orchestra Global Healthcare Equity Certificate is actively managed, investing in companies involved in the healthcare and personal care sectors. The analysis of their technological edge is supported by a thorough understanding of their business models and of the competitive environments in which they operate. In effect, elements of bottom-up and top-down approaches are combined in our investment strategy, in order to identify broad themes and long-term drivers of value creation, in the pharma, biotech and diagnostics spaces, while using fundamental analysis to select the best stocks that can benefit from them. The certificate has a global geographic exposure, with emphasis on North America and Western Europe.
If you would like to receive our monthly fund performance review and market commentary, please fill in the details below to set up your subscription.
Giovanni Fusini is an investment management professional, active in the financial industry for more than 25 years. Giovanni has a wide breadth of experience from leading financial institutions (including Credit Suisse, J.P. Morgan, Deutsche Bank and UBS) that strongly supports his fund management activities, from equity research to sales & trading and global derivatives. Giovanni has been actively managing investment funds as senior fund manager for more than ten years.