Company profile
Fisch Asset Management is an asset manager specialising in select investment strategies. It offers convertible bond, corporate bond and convex multi asset solutions. Its objective is to create added value for long-term investors through active management. The company’s core strength lies in its long experience in the fields of credit and momentum. Founded in Zurich in 1994 by two brothers, Kurt Fisch and Dr Pius Fisch, Fisch Asset Management has made a name for itself as an independent asset manager and as a global leader in convertible bonds. The company has around 70 employees and manages assets of CHF 6 billion (EUR 6 billion) for institutional investors primarily based in Europe.
We view our corporate culture, which includes transparency, open communication, mutual respect, team spirit and entrepreneurial incentives, as the basis for our long-term success. We are proud of the tremendous success that Fisch has achieved over 30 years thanks to this enduring corporate philosophy.
Our core competencies: credit and momentum
Credit is one of our core strengths, and has been a key contributor to our success since the company’s foundation. Our understanding of issuers and different market conditions helps us to focus on preserving capital and minimise the risk of loss.
Our holistic approach to credit analysis – comprising fundamental analysis together with technical and relative value analysis – produces an independent credit quality assessment, which is in turn used to derive an assessment of the fair value of bonds. This is the foundation of our active security selection. Our portfolios are composed of securities, where we have a high conviction in terms of credit rating plus risk and return potential. Our credit research team is made up of dedicated analysts and portfolio managers with specific research responsibilities. Our broad wealth of experience in different sectors and regions allows us to provide full coverage of the relevant investment universe.
Our credit analysis is complemented by momentum and trend identification. This quantitative approach helps us to analyse market movements and take advantage of medium-term trends. We mainly use this as an additional source of information in top-down research and for assessing the return potential of convertible bonds.
Why choose us
We are a specialised independent asset manager, and are able to ensure continuity thanks to our team approach and dedicated staff, many of whom have been with us for many years. Our portfolio managers work with the research team and quantitative investment analysts together, and are using the latest technology to ensure that we continue to achieve outstanding performance in the future.
Our offering
Actively managed mutual fund and segregated account solutions in three asset classes:
1. Convertible bonds
We manage five different global strategies (Defensive, Investment Grade, Opportunistic, Dynamic and Sustainable) covering the entire spectrum with a range of risk profiles.
2. Corporate bonds
We manage seven strategies (Global High Yield, Global Corporates IG, Global Corporates, Emerging Market Corporates Defensive, Emerging Market Corporates Opportunistic, Emerging Market Corporates Dynamic and Bond CHF Investment Grade).
3. Multi Asset
We manage two strategies (Fixed Income and Multi Asset).
Our clients
90% assets under management Core markets: DACH region (Germany, Austria, Switzerland/Liechtenstein
Other European target markets
Our ambition is to expand into other select European countries and beyond. Fisch Asset Management targets institutional clients, with insurers, pension funds and banks making up the largest client group.
