Investing in Good Companies

Welcome! We are the first active equity manager to systematically combine in all our funds:

  • A higher probability of outperformance by investing in stocks with superior fundamental attributes
  • Higher ESG & Sustainability scores
  • A sustainable investment objective in line with the Paris-Climate Agreements resulting in funds with low carbon footprints and classified as Article 9 SFDR
News

The War in Iran Brings More Uncertainty to Markets

 ARTICO Sustainable Equity Funds

Access fund information
Unique Portfolio Characteristics

Gain a higher outperformance probability

 Fully integrated ESG

See how ESG leads to better results

 ABOUT US

Meet the team co-investing with you

Link to AWEA Fonds AG website

Investment Strategy
Unique Portfolio Characteristics Deliver Superior Performance

The higher outperformance probability comes from systematically investing in companies with high scores in the following 5 dimensions:

 

Our proprietary research on relevant fundamental selection criteria is the foundation of our fundamental model. We published the key results in the Wilmott Magazine

READ the full Wilmott Article

 

and a shortened version in Finanz und Wirtschaft

READ Article in Finanz & Wirtschaft

 

READ our ARTICO Team Fact Sheet

Fully Integrated ESG/Sustainability Criteria

 

What is our Motivation to apply ESG?

Companies with high ESG scores will outperform those with low ESG scores, because:

  • High ESG scores are a good proxy for superior management teams
  • They will attract significant institutional capital flows
  • They better manage Investment & Reputation Risk

What makes our Approach to ESG unique?

«Best-in-class» ESG strategies often invest with a sole focus on ESG. This can result in undesirable sector and country biases including buying over-priced stocks. We create portfolios with superior fundamental characteristics and very high ESG Scores and very low Carbon Footprint at the same time.

What is the expected Performance impact of ESG?

We believe sustainable investing only works if the financial performance is good. There is no reason to accept lower performance for the sake of investing in a sustainable manner. Our own ARTICO ESG factor, developed on the basis of MSCI ESG scores, is a good predictor of future outperformance

 

 

The ARTICO Equity Team follows the engagement work and the exclusion list of the SVVK (Swiss Association for Responsible Investments), fully supports the PARIS agreement on climate change and is also a supporter of the TCFD (Task Force on Climate-Related Financial Disclosures).

 

Published ARTICO Research:

Is sustainable investing a positive or negative contributor to outperformance? And how patient do investors need to be to capitalize on any positive effects? Our research results answer these questions and our conclusions on the required time horizon may come as a surprise for investors hesitating to introduce sustainable investing.

READ the full article published in Wilmott Magazine (Sep 2020)

 

READ our Principles for Responsible Investing
Portfolio Decarbonization Methodology

 

 

A Team of Experienced Partners co-investing with you

As significant co-investors in our funds we have „skin-in-the-game“. Is there a better way to fully align our interests?

READ why having „skin-in-the game» is essential
Dr. Ulrich Niederer
Senior Partner

As Senior Advisor of ARTICO Team, Ulrich oversees the business strategy, the product development and the investment activities of the firm. Operationally, he is directly responsible for Risk Management and Compliance. Ulrich is a Founding Partner of ARTICO.

Ulrich has more than 30 years of investment experience and started his career as quantitative research analyst in 1986 at the then Swiss Bank Corporation. His various functions at SBC and later UBS Global Asset Management included: Chief Investment Officer, Co-CEO Switzerland, Chairman of the Swiss Business and Head of the Alternative Investment Management Business (Private Equity, Hedge Funds, Infrastructure). Ulrich holds a PhD in Nuclear Physics from University of Basle.

Dr. Gabriel Herrera
Senior Partner

As Head of ARTICO Team, Gabriel is responsible for all aspects of the business including the product development, client relationships and the investment activities of the firm. Gabriel is a Founding Partner of ARTICO.

Gabriel has more than 30 years of investment experience and started his career as equity research analyst in 1987 at the then Swiss Bank Corporation. His various functions at SBC and later UBS Global Asset Management included: Head of Equity Research, Co-CEO Switzerland and then CEO Europe Middle East & Africa. Gabriel holds a PhD in Economics from University of Basle.

Tero Toivanen
Senior Investment Advisor

As former Chief Investment Officer of ARTICO Tero was responsible for the research and development of investment strategies and portfolios. His responsibilities included the continued development of the investment platform and the portfolio management of ARTICO funds. Tero is now an independent senior advisor to the firm.

Tero’s background contains several years of experience in global equity portfolio management and prior experience in the areas of software development, quality management and team leadership. Tero holds MsC in computer science from the Helsinki University of Technology and MBA from the Purdue University. Tero is also a CFA Charterholder.

Michael Brenneis
CIO and Partner

Michael’s main responsibility is the portfolio management of ARTICO funds. His further responsibilities include the development of the investment platform, and research and development of investment products and strategies.

Michael holds diploma certificate in electrical engineering and MBA from the university of South Australia. He has several years of experience in global equity portfolio management and prior experience in software development in the areas of telecommunications, medical engineering and finance.

Andreas Konrad
COO and Partner

As Chief Operating Officer of ARTICO, Andreas is responsible for the operational part of the investment management, including the fund operations and trading activities.

Andreas‘ background involves several years of work experience in the finance industry, mainly in global equity trading and operations functions. He is holder of Swiss federal diploma in business organization and a diploma in applied psychology.

 

ACCESS our Company Fact Sheet for more Information

 

cfi.co award 2018 winner switzerland

 

News

The War in Iran Brings More Uncertainty to Markets

• Markets were recently focusing mostly on AI developments (winners? losers? bubble or not?)
• Investors were taken by surprise when the US and Israel attacked Iran at the end of the month
• The immediate market response has been moderate so far as most investors assume the war will not result in a long-term oil crisis
• In the month of February developed large cap equities advanced 0.7%, global small caps gained 3.9% and emerging markets were up 5.5%.
• Emerging markets continue to shine with +14.8% YTD
• The potential risk of a prolonged oil crisis may not be the most likely scenario….
• But it adds to the existing uncertainties around AI developments, the US debt death-spiral and the upcoming FED governance change
• This combined risk load may be too heavy for markets to ignore in the short term
• We do expect a market correction as investors price-in a higher risk premium
• These adverse risk factors are hitting markets which only some days ago were rather buoyantly expecting positive economic conditions globally, a certain disinflationary trend and an accommodating monetary policy
• So, the next weeks will be decisive for the future direction: If the war in Iran ends soon, markets will be relieved
• If not, severe disruptions in global oil supply could trigger a wider economic crisis and result in much weaker markets
• We believe investors should keep their focus on high quality investments able to weather any storm that may or may not come
• We recommend investing in robust investment strategies considering multiple factors and not overly dependent on a particular scenario.
• The Artico Sustainable Emerging Market Fund has outperformed its benchmark in 5 consecutive years (2021-2025) every year and has reached an important milestone of 100m USD in AuM
• ARTICO Sustainable Equity Funds (all Paris-aligned and classified as Article 9 SFDR) follow a high-quality, systematic investment strategy with a unique combination of:
• a) superior fundamental characteristics,
• b) very high ESG/Sustainability Scores and
• c) very low carbon footprint aligned with Paris-climate objectives

ARTICO is «Best Sustainable Equity Manager Switzerland 2024» by cfi.co

We are delighted to share with you that our win as “Best Sustainable Equity Manager Switzerland 2024” has been officially announced.
We believe our approach of combining superior fundamental criteria with high sustainability scores and a clear decarbonization path continues to be a unique feature which sets us apart from others
Please find the link to the official online announcement: https://cfi.co/awards/best-practice/2024/artico-equity-team-serafin-asset-management-best-sustainable-equity-fund-manager-switzerland-2024/
Best regards
Gabriel

ARTICO funds get approval for classification under Article 9 SFDR

• Luxembourg regulator approved classification of all ARTICO funds as article 9 SFDR.
• This means the highest sustainability category: Our funds follow a clear decarbonisation objective
• Many impact funds are concentrated on a particular sector or theme and are therefore only suitable for a marginal investment allocation
• ARTICO Sustainable Funds can replace a larger portion of traditional investments for more impact as they do not compromise on investment performance nor on diversification
• Besides the positive impact, the inclusion of ESG & Carbon Footprint criteria will also benefit future outperformance as it is a good proxy for better managed companies

Contact

ARTICO Equity Team

AWEA Fonds AG
Stockerstrasse 50
CH-8002 ZĂĽrich

Tel: +41 44 201 40 20
E-mail: info@artico-partners.com