Who we are
EFGAM is a leading provider of actively managed investment products and services to professional advisers and institutional investors around the world. With this heritage, the company focuses on providing active tailored investment services ranging from traditional equity and fixed income portfolios, to sophisticated multi-asset and alternative strategies.
We also offer pooled funds via the New Capital Fund platform. Our investment teams are located in London, Zurich, Geneva, Lugano, Hong Kong, Singapore, Portland (Oregon) and Miami. In total we manage approximately USD 20.59 billion as at 30 September 2019.
EFG Asset Management (UK) Limited was established in 1994 to provide investment solutions to the clients of EFG Private Bank in London. In 2010, EFG International brought together the investment management departments within the Group to form a separate asset management company, EFG Asset Management (EFGAM). EFG International is the parent of EFGAM and has offices in over 40 locations, and employing over 3,000 staff worldwide. It is headquartered in Zurich and is listed on the Zurich stock exchange.
What we do
Our structure is best described as collegiate and takes a cross asset approach, with no silos, but a network of talented PMs and analysts sharing proprietary ideas and research.
New Capital is EFGAM’s fund arm. Its focus is on active management with funds that seek to beat their benchmarks on equities and fixed income as well as thematic strategies that reflect EFGAM’s macro views. New funds are added when compelling investment opportunities arise in the market.
The firm makes investment decisions based on sound analysis of the opportunities available, not on whether a security is included in a benchmark index. It does not have an investment style bias, but rather a macro framework that sets guidelines for managers and helps them identify opportunities, while leaving them the flexibility to add alpha. In addition, risk management and ESG are important pillars to its investment process, within the confines of being an active manager.
Main strengths of EFGAM:
- We are an active manager and have remained loyal to our original investment ethos over the years. In an industry where the bias towards passive management is getting more relevant by the day, we stick to our belief that it is possible to generate alpha via a disciplined investment process based on both a robust top down macro investment framework as well as a bottom up fundamental and high conviction stock analysis.
- We are benchmark aware, not benchmark driven. We are not about owning securities simply because they feature heavily in an index as we consider active management integral to our investment process hence our PMs are not benchmark constrained. A high conviction approach applied to all our strategies translates into more concentrated portfolios relative to our competitors; this is a result of the in depth, fundamental analysis we carry out in each and every one of the securities our Fund Managers invest in.
- The lean structure of the Firm, translates into our investors having an above average degree of access to our resources, primarily our Fund Managers, as well as members of our research teams.
ESG Framework
Our ESG approach allows us to incorporate environmental social and governance factors into investment decisions, to better manage risk and generate sustainable long-term returns. Our ESG framework has been in place since 2011 and continues to evolve alongside industry initiatives and innovations.
