Thomas Bergen

MB manages portfolios invested across asset classes through vehicles such as equity funds, fixed-income funds, asset allocation funds and real estate funds. They are a growth-oriented manager and invest in Swiss, European and global equity. They have no market cap restrictions and no particular sector constraints; however, they focus on blue-chips and large-caps when investing abroad and have expertise for Swiss small-cap companies. The firm aims to select securities on a long-term basis and mostly within a low-risk framework, following a bottom-up, sector-oriented approach for domestic investments, while they favor a top-down approach for investments on foreign markets. All members of the research team participate actively in the financial analysis and the asset management process. They conduct in-house fundamental research assessing qualitative as well as quantitative factors. The research process is supported by a company visitation program. The firm uses technical analysis tools to monitor investments.

Functions as a College/University

Operates as an Internet-based knowledge rating service provider and publisher

Engages in promoting economic, social, and environmental development by helping people integrate into local economic life