3V Asset Management AG is an independent asset manager. The company, which was founded in 1999, is supervised by FINMA, the Swiss Financial Markets Authority, We specialize in Swiss stocks and shares, with the key focus being on managing the 3V Invest Swiss Small & Mid Cap Fund.
3V’s team of specialists have a long track record of analyzing the market and the companies involved and are in regular contact with the latters’ management.
We are a long-term investor and want our companies to enjoy sustainable success. We also expect modern standards of corporate governance and always exercise our shareholder rights.
Open communication with our investors is extremely important for us at 3V Asset Management AG.
Martin Lehmann (b. 1981) is CEO and Fund Manager for the 3V Invest Swiss Small & Mid Cap Fund
Martin is passionate about Swiss stocks – and in particular about the small and mid-cap segment, an area where he has more than a decade of experience. Before joining 3V at the beginning of 2008, Martin worked for more than five years for UBS, ending up as an equity sales trader for its investment bank. After seven years successfully co-managing the 3V Invest Swiss Small & Mid Cap Fund, Martin became the sole fund manager in 2015.
He has a degree in business economics from the University of Applied Sciences Northwestern Switzerland (FHNW) and speaks German, English, and French. In his free time, Martin is a keen sportsman (football, tennis, jogging) and likes to go hiking in the mountains.
Tim Schläpfer (b. 1988) is Deputy CEO and Fund Manager for the 3V Invest Swiss Small & Mid Cap Fund.
Tim has been interested in investing since his youth and has over seven years’ professional experience of European stocks, with a particular focus on Swiss, German, and Scandinavian companies. After starting his career in Mergers & Acquisitions (IBD) at Credit Suisse and UBS, he spent several years as an investment analyst at RBR Capital Advisors. Tim joined 3V Asset Management AG in January 2019.
He has an M.A. in Banking & Finance from the University of St. Gallen (HSG) and speaks German and English. Tim is an endurance athlete, skier, and golfer.
Plinio Zanetti (b. 1952) is the fund’s Portfolio Manager
His career in finance stretches back some 36 years, during which time he has focused in particular on Swiss shares.
His broad expertise of the investment industry comes from many years of working for the Credit Suisse Group (Bank Leu AG, later Clariden Leu AG) and Swiss Re. He was Managing Director and head of Bank Leu’s investment office from 1998 to 2002. From 2003 to 2005, he was Head Equity Europe at Bank Julius Bär’s asset management operations, where he managed Swiss and European equity funds. Additional expertise in the portfolio management area came from managing the largest equities fund in Europe, along with a large number of institutional mandates. Plinio has worked at 3V Asset Management AG since January 2016.
He is a graduate of the University of St. Gallen (HSG) and speaks German, English, Italian, and French. He is also an avid wine lover and a keen student of Farsi.
3V Asset Management AG’s Board of Directors are experienced professionals drawn from the areas of portfolio management, risk and compliance, and macroeconomics:
Jürg Brupbacher, Chairman of the Board of Directors
Alfred H. Rüedi, Member of the Board of Directors
Martin Lehmann, Delegate to the Board of Directors
Gute Performance und Wachstum des verwalteten Vermögens erlaubt Anpassung der Gebührenstruktur – Attraktives neues Angebot für institutionelle Investoren.
Zürich, 5. Dezember 2017. Die 3V Asset Management AG („3VAM“), Spezialistin für Schweizer Aktien und Verwalterin des 3V Invest Swiss Small & Mid Cap Funds, gibt heute die Erweiterung ihres Produktangebots und eine Anpassung der Struktur für ihre Verwaltungsgebühren bekannt.
Zwei Jahre nach der Neubesetzung des Portfoliomanagements konnte das Team aus CEO Martin Lehmann und dem erfahrenen Fondsmanager Plinio Zanetti die verwalteten Vermögen der Gesellschaft auf CHF 62 Mio. mehr als verdoppeln. Ein wesentlicher Treiber dieses starken Wachstums war die sehr positive Entwicklung der Fonds-Performance. Mit einer Performance von 48.3% über die zweijährige Berichtsspanne entwickelte sich der Fonds um 9.4% besser als die relevante Benchmark SPI Small & Middle Companies-Index. Damit belegen die beiden Portfoliomanager auch im zweiten Jahr einen führenden Platz unter den Fondsmanagern für Schweizer Small & Mid Cap Unternehmen.
Durch die im Quervergleich überdurchschnittliche Entwicklung von Performance und Vermögen wird der 3V Invest Swiss Small & Mid Cap Fonds zunehmend eine attraktive Alternative auch für grössere institutionelle Investoren. Um das Segment „Institutionelle Investoren“ inskünftig besser erschliessen zu können und gleichzeitig das Wachstum der verwalteten Vermögen weiter zu beschleunigen, bietet die 3VAM neu eine zusätzliche institutionelle Tranche B (ISIN LU1702504785) mit einer Management Fee von 1.0% für Investoren ab einer Mindesteinlage von CHF 5 Mio. an.
Auch die bestehenden Investoren mit Einlagen unterhalb dieses Schwellenwertes profitieren künftig von der positiven Entwicklung des Fonds: Rückwirkend auf den 1. Dezember 2017 senkt die 3VAM auch die Verwaltungsgebühr ihrer Standardtranche um 30 Basispunkte auf neu 1.5%. Wie in der Vergangenheit verzichtet die 3VAM bei beiden Tranchen auf eine Performance-Fee.
„Wir sind sehr stolz auf die realisierte Entwicklung unseres Fonds in den vergangenen beiden Jahren,“ kommentiert Martin Lehmann, Fondsmanager und CEO der 3VAM. „Das neue attraktive Angebot für institutionelle Investoren unterstützt uns, dieses wichtige Segment vermehrt zu erschliessen und das bis anhin erfreuliche Wachstum des Fondsvermögens weiter zu beschleunigen.“
Über 3V Asset Management AG
Die 3V Asset Management AG mit Sitz in Zürich ist ein von der FINMA beaufsichtigter, unabhängiger Vermögens-verwalter. Die Gesellschaft ist spezialisiert auf das Geschäft mit Schweizer Aktien (Schwerpunkt Small & Mid Caps) und verwaltet den 3V Invest Swiss Small & Mid Cap Fund (Tranche A: ISIN LU0092739993 / Tranche B: ISIN LU1702504785).
Über den 3V Invest Swiss Small & Mid Cap-Fonds
(Tranche A: ISIN LU0092739993 / Tranche B: ISIN LU1702504785)
Das Anlageuniversum des 3V Invest Swiss Small & Mid Cap-Fonds umfasst rund 190 Gesellschaften, welche im SPI Small & Middle Companies der SIX Swiss Exchange enthalten sind. Zusätzlich können bis maximal 20% des Fondsvermögens in Gesellschaften investiert werden, welche im Swiss Market Index (SMI) vertreten sind. Die Titelauswahl erfolgt nach dem Bottom-up Ansatz. Dieser basiert auf Primärresearch des Fondsmanagement-Teams, welches jährlich über 150 Gesellschaftsbesuche absolviert.
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3V Asset Management AG
Martin Lehmann, CEO
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Register number: CHE-108.624.972
Commercial registry: Zürich
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Under Article 13 of the Swiss National Constitution and the provisions of the Datenschutzgesetz (DSG – the Swiss Federal Data Protection Act), all persons have the right to privacy and to protect their personal data from misuse. We comply with these provisions. All personal data is treated as strictly confidential and is not sold or otherwise made available to third parties.
We work closely together with our hosting providers to protect our databases as far as possible from unauthorized access, loss, misuse, or falsification.
The following data is stored in logfiles when you access our website: IP address, data, time, browser query, and the general information about your operating system and browser that is relayed. This usage data serves as the basis for anonymous statistical analyses, enabling us to identify trends and hence improve our offering.
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