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Happy 1st Anniversary DGC Notz Stucki Raymond James Strong Buy Selection

by Pierre Mouton

DGC NOTZ STUCKI RAYMOND JAMES STRONG BUY SELECTION’S ASSETS CLIMB ABOVE € 50 MILLION FOR ITS FIRST ANNIVERSARY

The fund exhibits a 19.14% performance since the beginning of the year

What are the origins of this blockbuster?

After a setup of several months, a partnership was created between Notz Stucki Group, one of the largest independent asset management companies in Switzerland, incorporated in 1964, and Raymond James & Associates, a US firm founded in 1962 which proposes various financial services like brokerage, research and advice. This partnership gave birth to a US Equities fund. Raymond James & Associates, thanks to the depth and quality of its research, brings the list of its « Strong Buy » rated stocks, and Notz Stucki takes care of portfolio construction and supervisory of each position (weightings, rebalancing,..).
The fund is a UCIT V daily product and is under the umbrella of the DGC Sicav (« Diversified Growth Company ») which is run by Notz Stucki’s Luxemburg team. The fund’s performance this year puts it in the top 8% of its Bloomberg peer group.

How is the fund invested? 

The fund replicates the entire Raymond James US Strong Buy list. 3 different weightings are applied, depending on market caps. This fund is fully invested with cash levels typically below 1.5%. Very much attention is paid to transaction costs and for that purpose, rebalancing is activated only twice a month. The fund is extremely reactive: stocks upgraded to « Strong Buy » are almost immediately included in the portfolio while those downgraded to any recommendation below “Strong Buy” are excluded from DGC Notz Stucki Raymond James Strong Buy Selection’s portfolio right away.

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Antonio Mira joined NS Partners in 2006 as Group Chief Financial Officer. He heads the corporate functions and is involved in coordinating and implementing the decisions of the Executive Committee.
An experienced bank auditor, Antonio started his career in 1995 with Arthur Andersen, where he worked for some 7 years before joining Ernst & Young in 2002 as a Senior Manager.
Antonio is a Swiss chartered accountant and a Business graduate of Lausanne University (HEC).

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Sébastien Poiret joined NS Partners in 2008 and manages funds of hedge funds and private client mandates. He also oversees the development of the Group’s offices in Mauritius.

Prior to joining NS Partners, he served as a Trader, Head of Manager research and Portfolio Manager in the USA and Switzerland for a single hedge fund (1998-2004) and for Optimal (2004-2008), Grupo Santander’s fund-of-hedge funds operations.

Sébastien holds a Bachelor’s degree in Corporate Finance from the ESPEME Business School (EDHEC Group) and an MBA in Finance and Economics from the Institute of Business Administration, both in Nice.

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Abir Oreibi joined the Board of the NS Partners Group in 2018, where she brings her truly international perspective and rich experience.
Among many other ventures, Abir set up Alibaba.com’s first European office. After living and working in Shanghai, Hong Kong, Bangkok and London, she now lives in Geneva, where she is CEO of Lift Events, an organization that identifies technology trends, their business and social impact through the organization of events and open innovation programs. Issues related to the challenges and opportunities created by new technologies as well as the strategic responses from organizations are at the heart of Lift’s activities.
Abir holds a BA in Political Sciences from the University of Geneva. She is an investor, and member of advisory and innovation boards.

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