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Small and Mid Caps

Swiss Small and mid caps

Agile Innovators with a Global Reach

Swiss Small and mid caps
What you need to know about Swiss small and mid caps

The SPI Extra (the Swiss small- and mid-cap index) has demonstrated strong long-term returns. This was mainly driven by high underlying growth rates, while both the SPI and the SPI Extra have delivered significantly higher returns than global equity markets.

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Despite being a headwind, the Swiss franc’s decades of strength have never deterred Swiss companies of all market caps from expanding internationally.

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The market segment currently offers higher earnings potential than large caps, partly as a reflection of its higher weighting to more cyclical segments.

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Fundamental earnings improvements in 2017 are fuelling the market and any equity risk premium reduction could contribute to a higher annual performance.

SWISS SMALL & MID CAPS IN FOCUS

Switzerland is renowned for its large global industry leaders – many are household names in their fields, such as Nestlé, Novartis and Richemont. The Swiss small- and mid-cap space is characterised by global industry leaders, often acting in niche and attractive markets, which mostly results in strong pricing power.

Swiss companies boast solid balance sheets, given a history of conservative management which allows for significant leeway to use cash to increase shareholder distributions (such as dividend increases and share buy-backs) and/or engage in accretive M&A.

Our active management approach and in-depth experience, along with our knowledge of small and mid caps, create potential for significant alpha generation.


Swiss small and mid caps

WEBINAR - December 6, 10:00 am CET

With Eleanor Taylor Jolidon, Co-Head Swiss & Global Equity Portfolio Management

Register now!
Why Swiss and European SMids?

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Further reading

Small & mid caps

A fertile hunting ground for active managers

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Further reading

European small & mid caps

Exploiting strong growth potential with market leading companies

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Why Small and Mid Caps?

Read our latest research

Learn more about the opportunities through selected regional exposures

Download the .PDF