Luiz Pinto-Coelho

E. Gutzwiller & Cie constructs portfolio tailored to meet the needs and specific preferences of clients. The firm invests in a full range of asset classes across the market. They utilize balance and growth strategy.

GFM follows separate strategies in the management of their two funds. Gutzwiller ONE is invested in large-cap, North American listed equity, following a contrarian, GARP-oriented investment style. GFM's investment approach for this fund is opportunistic and 'combines value investing with non consensus thinking'. The fund's investment horizon is long to very-long term, resulting in a very low turnover. Positions are adjusted gradually. The investment process is bottom-up within a closely monitored universe of 200 major industrial and service companies. In-house research is supplemented with input from key industry consultants. The firm seeks to invest in stocks that have dropped in price following an identifiable event, and are likely to recover due to significant business potential. The fund's performance is evaluated against the S&P500TR index, the fund's weightings being independent from indexes. Sector allocation is not predetermined and is a composite of individual investment decisions. Gutzwiller TWO is an alternative fund of funds invested in event-driven hedge funds. GFM manages the multi-manager portfolio as a compilation of merger arbitrage, distressed securities, special situations and pro-active investment styles. The fund manager aims for performance with a low correlation to the stock indexes.