Michaela Collins

Sarasin-IM is an active investor and manages portfolios invested across asset classes, strategies, regions and sectors. Investment styles range from fundamental, through semi-quantitative to purely quantitative approaches. The firm follows top-down and bottom-up approaches and bases investment decisions on macroeconomic analysis as well as microeconomic aspects of industries and companies. BSAN-AN uses a multilevel, structured quantitative and qualitative valuation methodology. Sarasin-IM's research in Switzerland, London and Singapore focuses on Swiss securities and international stocks, their core focus being on large-cap companies in Switzerland, Europe and the USA; however, they also analyze smaller-cap companies, which they screen regularly to identify attractive investment ideas. Hong Kong- and Singapore-based teams provide them with local expertise in Asia. Sarasin-IM also has a fund research team that primarily analyzes equity funds but also bond funds including asset classes such as convertible bond funds and absolute return bond funds.