BWM AG was founded in late 1997 in order to offer equity funds for long-term capital appreciation in the value style.
Since inception, our flagship product, the Classic Global Equity Fund, has delivered attractive annualized returns in CHF (after deduction of all fees, without leverage).
Our style of investing entails buying only those securities that offer value from an absolute return perspective. We estimate the intrinsic value of a company on the basis of normalized earnings multiples and normalized earnings over a business cycle. This approach allows us to capture the academically proven value-premium, if not a higher excess return. Our investment process is very research intensive and clearly structured. Our portfolio consists of our best 25-30 ideas.
Our team is very stable. The founding partner is still in the same operating role, and the four-man research team has been working together since 2004. We own BWM ourselves and we have almost all of our wealth invested in our funds.
Company Details
- Employees
- 9
- Founded
- -
- Address
- Korporationsweg 13c, Wilen Bei Wollerau,schwyz 8832,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bwm.ch
- Keywords
- Value Investing, Equities, Asset Management, Stock Picking, Fondssparplan.ch, Fundamental Research, Classic Funds, Anlagesparen, Sparplan.
- HQ
- Wilen bei Wollerau, Schwyz
Bwm Value Investing Questions
Bwm Value Investing's website is bwm.ch
Bwm Value Investing's LinkedIn profile is https://ch.linkedin.com/company/bwm-valueinvesting
Bwm Value Investing has
9 employees.
View email and phone details for 9
employees at Bwm Value Investing.
Bwm Value Investing's industry is
Financial Services
Bwm Value Investing's top competitors are
Kulturhaus Helferei,
Rüegg Baumanagement Gmbh,
Gmo,
Golding Capital Partners,
Arve Asset Management Ag,
Bwm Recruitment Ltd,
Paradies-Stiftung Für Soziale Innovation,
Invalue Ag,
Lavis Gmbh,
Bwm Services, Lp.
Bwm Value Investing's categories are Financial Services
Bwm Value Investing's founding year is 1997
