Gutzwiller ONE (USD) - US Equities
Last Price USD 440.50*
Gutzwiller ONE is an actively managed equity fund, that mainly invests in US stocks. The objective of the Fund is to provide capital growth for investors while outperforming the S&P 500 index.
The investment strategy of the Fund is based on a fundamental value-oriented stock picking methodology that targets stocks that are trading at discounts to their intrinsic worth.
The Fund employs bottom-up fundamental analysis to select the stocks with techniques such as company interviews, analysis of the annual reports, competitor analysis and valuation modelling of the companies.
The Fund targets undervalued stocks that are trading for less than what the company is determined to be worth. This difference between the stock price and the valuation of the company is then adjusted for the risk within the company which is assessed through fundamental analysis of each stock. This analysis is designed to cover three major groups of company risk, which are, the business model and its competitive advantage, the management’s talent and track record, and, finally, the industry trends such as the underlying growth of the industry and the volatility of that growth. The analysis produces a number score and the stocks that score best are selected for investment by the Fund as these are deemed to be the best opportunities.
The Fund’s investment strategy is to diversify across sectors and is size agnostic. There will be a mix of capitalisation sizes of stocks, however, the Fund will typically skew towards larger cap stocks. The Fund will invest at least 80% of its assets in equities and equity like securities such as preferred stock or American Depository Receipts (ADRs) listed in the United States.
- Core equities fund aimed at providing capital growth and income for investors
- No style bias
- Multi-cap portfolio
- Focused portfolio of equities, diversified across sectors
- Target businesses where management can improve shareholder value, grow cash flows and know what to do with the profits
- Suitable for investors seeking capital growth over long-term investment horizon.
- ISIN (USD) CH0012453558
- No minimum investment
- No redemption fees
- Audit: Ernst & Young AG, Basel
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