Walter Geering

Functions as a closed-end investment fund or Investment trust

TAM is an active manager which invests in commodity futures through sophisticated, excess-value generating strategies covering the energy, industrial metals, precious metals and agriculture sectors. The firm’s strategies, including commodity long only, commodity indices, commodity equities, commodity fund of funds and fixed-income/equities, are fundamentally-based and built on quantitative models with a discretionary overlay. Risk management is an integral part of their investment process.

LBBW-CH focuses on capital preservation and appreciation over the medium to long term. They manage discretionary portfolio of direct investments as well as portfolios invested in third-party mutual funds. The firm tailors their investment approach to their clients' profile, and develops asset structures which are continuously aligned with market activities. LBBW-CH invests primarily in Switzerland and in the eurozone markets, across asset classes. Their investment strategy emphasizes reactivity to political and economical developments, and leverages the LBBW network.

Alpine-IM seeks to achieve attractive absolute returns by building a diversified portfolio that invest in securities, quoted or otherwise, of Swiss and foreign corporations. The firm takes positions in special situations (significant transactional events such as spin-offs, acquisitions, arbitrages, mergers, carve-outs and recapitalizations).