Bellecapital

Bellecapital Partners

Asset Management

Active strategies in alternative investments and Asia as the most seminal region

Bellecapital Partners provides investment management services to private clients and institutional clients such as independent asset managers, family offices, private banks, insurance companies and pension funds since 1995.

We support our clients in reaching their goal – long-term capital appreciation – with our expertise, our clearly defined investment philosophy and full transparency. Our approach: Combining active portfolio management with stringent risk management.

Bellecapital Partners is supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Philosophy

Value by combining expert knowledge

We unite specialised and independent investment teams with actively managed strategies in alternative investments and Asia. We thereby profit from their specific expertise, achieve synergies and ensure a professional setup.

We unite specialised and independent investment teams with actively managed strategies in alternative investments and Asia. We thereby profit from their specific expertise, achieve synergies and ensure a professional setup.

Specialised and independent investment teams

Each strategy and mandate is managed by an experienced investment team that bears full performance responsibility. The teams follow their own investment philosophy and process so to best play out their expertise.

Alternative investments and Asia

Alternative investments historically exhibited low correlation to equity and bond returns and are therefore ideal for portfolio diversification. Asia remains particularly interesting for the strategically thinking investor thanks to its superior growth perspectives.

Actively managed strategies

Our investment teams focus on actively managed strategies to benefit from available market inefficiencies and to invest in the most promising companies, strategies, styles or commodities. If necessary, this also allows them to decisively reduce portfolio risks so to generate an attractive risk-adjusted performance.

Central platform and infrastructure

Bellecapital Partners combines multiple investment experts on a centralized platform so that they can actively exchange market views and opinions. The platform provides for synergy effects and a centralised and efficient risk management. The investment experts profit from a qualitatively high infrastructure such as sales, IT and compliance so that they can fully focus on their investments.

Professionalism

Our client relationships are characterised by professionalism, continuity and reliability. Key points are the full transparency on strategy, investments and costs, robust processes and the risk management system which overviews all investment activity of the individual teams. The latter ensures a thorough supervision and strict risk control.

Team

Service through client focus

Strategies and solutions

Active strategies in alternative investments and Asia

The funds and mandates of Bellecapital Partners follow different investment approaches and belong to various asset classes. It is the aim of each fund to create value for clients by investing in markets and implementing investment strategies that require specialist knowledge.

Fund of hedge funds: Polygon Capital Fund

The Polygon Capital Fund is a diversified multi-strategy fund of funds allocating to the most attractive hedge fund strategies. The fund thereby focuses on smaller, less known but very successful investment managers. It seeks to generate attractive risk-adjusted capital appreciation over the long term while maintaining a low volatility and a low correlation to traditional asset classes. The fund thus provides portfolio diversification benefits and leads to more stable portfolio returns.

Factsheet
Fund Prospect

Commodities: Galileo Natural Resources Fund

The Galileo Natural Resources Fund is a diversified commodities fund aiming to generate attractive risk-adjusted capital appreciation through a fundamental investment approach analysing global demand and supply patterns. This is complemented by events and technical analysis. The fund focuses on energy, base metals, precious metals, grains and soft commodities. It mainly invests in commodity futures and options, commodity equities and third-party managers. Commodities enable investors to diversify their portfolio and hedge against inflation.

Factsheet
Fund Prospect

Asia: Galileo Asia Fund

The Galileo Asia Fund is an actively managed equity fund aiming to exploit the long-term growth opportunities within the Asia ex-Japan region while managing the downside risk. The emphasis lies on attractively valued countries and sectors that are at an early stage of an economic cycle and exhibit potential catalysts for change. Main investment criteria are a sustainable business model, shareholder composition, cash flow generation and the health of the balance sheet.

Factsheet
Fund Prospect

Asia: Galileo Pacific Fund

The Galileo Pacific Fund is an actively managed fund of funds aiming to exploit the long-term growth opportunities within the Asian-Pacific region while managing the downside risk. The emphasis lies on attractively valued countries and sectors that are at an early stage of an economic cycle and exhibit potential catalysts for change. The fund consists of mainly local managers that invest in a single country, region or sector benefiting from their specific cultural awareness and superior company access. Underlying managers employ a variety of investment strategies ranging from long-only to different hedge-fund strategies and styles.

Factsheet
Fund Prospect

Current fund NAVs can be found on the following link: www.pvbswiss.com

Risk management

Sparring partner for portfolio management

A management platform facilitates a centralized measurement, analysis and monitoring of risks.

Each investment strategy has its own rules based on its risk/return profile. Risk management ensures investment discipline and acts as an important sparring partner for the investment teams.

News & Publications

Our voice in the press

News & Publications

Our voice in the press

Qment - The new quant tool from the Bellecapital innovation lab

February 2017
The Qment tool which has already been used internally by Bellecapital is now publicly available. Qment helps with the identification of different market regimes and thereby improves the timing of (dis-)investments. The article describes how the tool can be used in risk management as well as in the tactical asset allocation process.

Our Galileo Pacific Fund is frontrunner in the NZZ Hedge-Funds CHF multi-strategy ranking

January 2017
We are happy to announce that our Galileo Pacific Fund took first place in the official NZZ Hedge-Funds CHF multi-strategy ranking. Please find the full NZZ article and ranking below.

Best Asia-Focused Investment Manager – Switzerland and Best Asian Equity Fund (5 years) Awards

January 2017
We are proud to announce that our Galileo Asia Fund has been awarded Best Asia-Focused Investment Manager – Switzerland as well as Best Asian Equity Fund (5 years) by Acquisition International (sponsored by Barclay Hedge). Please find below a brief article on Bellecapital Partners and ongoing trends in the fund business.

Zurich adviser: why we reshaped recently acquired FOHF

November 2016
An interview with Matthias Pfister (Head Portfolio Manager Polygon Capital Fund) on the structural shifts in the hedge fund world, current challenges of active managers and the consequences for his FoHF, the Polygon Capital Fund.

Consolidation in Swiss asset management

June 2016
Zurich-based firm Bellecapital has acquired rival group GL Funds to further expand into asset management, the firm has announced.



Polygon Capital: Best MultiStrategy No Bias Fund over 3 years

November 2014
Our Polygon Capital Fund has been awarded Best MultiStategy No Bias Fund over 3 years by “Banco – Swiss Hedge Funds Awards” in 2014

Polygon Capital: Highly commended by HFM Awards 2014

May 2014
In the category Fund of Hedge Funds Multi Strategy (below USD 500mn) HFM Awards awarded us “highly commended”.

New awards

May 2014
For our performance in 2013 we received two new awards: Acquisition International provided us with the “Swiss Diversified Fund of Hedge Funds Manager” award while Banco awarded the Galileo Pacific Fund “Best Niche Strategy Fund over 5 years”.

Funds domiciled in Switzerland

May 2014
The following funds are now set up as Swiss funds as per 1st January 2014: Polygon Capital, Galileo Pacific, Galileo Natural Resources and US Industrial Renaissance. They are eligible for public distribution in Switzerland.

Banco – Swiss Hedge Fund Award

October 2012
The Banco Swiss Hedge Fund Award 2012 was presented in Geneva on 25th October 2012. Thanks to our outstanding performance and reduced risk exposure we were able to collect another award for our Polygon Capital Limited Fund. This time we received the “Best MultiStrategy No Bias Fund over 1 Year award.

Awards for Galileo Pacific and Galileo Asia

October 2012
Our funds Galileo Pacific and Galileo Asia received “Excellence Awards” from BarclayHedge in the category “Net Return for August 2012” in the sector of “Emerging markets”.

Best Fund of Hedge Fund

October 2012
In today’s edition of the NZZ newspaper, the Polygon Capital Fund is the best diversified fund of fund with Swiss admission over 12 months.

Show more news

Contact

Bellecapital Partners AG
Limmatquai 1
CH-8001 Zürich

Main+ 41 44 250 87 87
Fax+ 41 44 250 87 97
MailBCPartners@bellecapital.ch

 

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Terms of Use

The information on this page has been approved by Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. (“we” and “us”). Your use of this website is subject to your agreement to the following terms and conditions. Access to information on this website may be restricted by laws and regulations applicable to you or your location. Persons in respect of whom such prohibitions apply must not access this website. By continuing to access this website, you acknowledge your acceptance of these terms:

1. Information

The information and material on this website are provided for information purposes only and are not to be used or considered to be an offer or solicitation to buy, sell or subscribe to any securities or other financial instrument or investment.

2. No Investment Advice

Nothing on this website shall be considered to be providing investment advice to you. Specifically, any information contained on these pages does not constitute our investment policy or an investment recommendation, but merely the different assumptions, views and analytical methods of those who prepared it. The information, opinions and estimates expressed herein reflect a judgment as of its original publication date and are subject to change without notice. We do not intend to provide investment or other advice to you or any other party via this website, and no information or material available through our web site should be relied upon for the purpose of making or communicating investment or other decisions. Your access of this website does not result in us agreeing to be your investment adviser. We shall have no responsibility to provide you with investment advice until such time as we enter into a written agreement to provide such advice.

3. No Offer

No information or opinion whatsoever expressed in this web site should be construed as a solicitation, an offer or recommendation to acquire, sell or dispose of any investment or to engage in any other transaction. None of the investments referred to in this web site are available, and prospectuses in respect of them will not be distributed, to persons resident in any country, state or jurisdiction where such distribution would be contradictory to local law or regulation.

4. No Warranty

Although we attempt to ensure that the information on this website is accurate and complete at the time of publication and has been obtained from sources believed to be reliable, no warranty expressed or implied is made to its accuracy, reliability, actuality and completeness by us. We accept no liability for any loss or damage (including, without limitation, any loss of profit or any other direct or indirect damage) arising from any use made of information contained in this web site. Opinions and any other contents on the site are subject to change without notice.

5. Investment Performance

The information on this website does not take into consideration the specific investment objectives, financial situation or particular needs of any person that enters into a relationship Bellecapital AG, Bellecapital International AG or Bellecapital UK Ltd. The value and income of any investment and the income they generate may decrease or increase. The market value of securities or financial instruments may be affected by changes in economic, financial or political factors, time to maturity, market conditions and volatility, or the credit quality of any issuer or reference issuer. Investors may not recover the amount invested. Foreign currency rates may have a positive or adverse effect on the value, price or income of any security or related investment. Many factors may affect the value of an investment, and accordingly, investors effectively assume all risks and may receive back less than they had originally invested. Past performance should not be taken as an indication or guarantee of future performance and no representation or warranty, expressed or implied, is made by Bellecapital AG, Bellecapital International AG or Bellecapital UK Ltd. regarding future performance.

6. Local Law Restrictions

This website and its pages are not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of, or located in, any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.

7. Copyright and Reproduction Notice

All material available on this website, unless otherwise specifically indicated, is subject to copyright with all rights reserved by Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd.. The material is freely usable for browsing purposes only and requires express mention of Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. in the event the material or any part thereof, is reproduced in any form, written or electronic. Additionally, any re-publication of this material requires the express written consent of Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd..

8. Tradename

Bellecapital is a tradename and service mark used by Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. under license.

Privacy Policy

The websites www.bellecapital.com, www.bellecapital.ch and www.bellecapital.co.uk are owned and maintained by Bellecapital Holding AG, Bellevueplatz 5, 8001 Zurich, Switzerland. The website www.bellecapital.ch is owned and maintained by Bellecapital AG, Bellevueplatz 5, 8001 Zurich, Switzerland. The website www.bellecapital.com is owned and maintained by Bellecapital International AG, Limmatquai 1, 8001 Zurich, Switzerland. The website www.bellecapital.co.uk is owned and maintained by Bellecapital UK Ltd., 42 Berkeley Square, London W1J 5AW, United Kingdom. These websites are collectively referred to in this policy as the “Websites”. The Websites provide information relating to the services of Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. for prospective and current clients. In the course of your use of the Websites, Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. may obtain personal information about you. This policy describes the types of personal information that may be collected about you in connection with your use of the Websites: “Cookies” are small text files that may be placed on your Web browser when you visit the Websites or when you view advertisements placed on other websites by Bellecapital AG, Bellecapital International AG or Bellecapital UK Ltd. The information derived from cookies is used for administrative purposes to help Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. gauge the effectiveness of its advertising efforts and to improve your experience with the Websites. For example, this information may help authenticate you (i.e., verify that you are who you say you are). Cookies also make it easier for you to navigate the Websites by, among other things, “remembering” your identity so that you do not have to input your password multiple times as you move between pages or services. Cookies also may be used to serve you advertisements when you visit websites of third parties with whom Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. may have marketing relationships. You can set your Web browser to inform you when cookies are set, or to prevent cookies from being set. However, if you decline to use cookies, you may experience reduced functionality. The Websites use cookies that last indefinitely. If you do not wish to have a cookie stored in your computer, you should disable them in your browser’s security options. “Clickstream” data (e.g., information regarding which of our web pages you access, the frequency of such access, and your product and service preferences) may be collected by Bellecapital AG, Bellecapital International AG or Bellecapital UK Ltd. itself, or by its service providers, using cookies, Web beacons, page tags, or similar tools that are set when you visit the Websites or when you view an advertisement that Bellecapital AG, Bellecapital International AG or Bellecapital UK Ltd. has placed on another website. Clickstream data and similar information may be shared internally within Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. and used: for administrative purposes; to assess the usage, value and performance of online products and services; to improve your experience with the Websites; and as otherwise permitted by applicable law or regulation. This information may be processed by Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. for the purposes described above, or by third parties on behalf of Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. When you visit the Websites, your browser may be momentarily directed to the website of an ad server or other third party service provider. This re-direction process will not be apparent to you. These third party websites automatically receive your IP address when this happens, and they may also collect information from your interaction with the Websites including computer and connection information, standard web log information, and ad information. Such information generally does not identify you individually. Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. may make available on its Websites third party applications such as content linking or sharing facilities. Information collected by providers of such applications is governed by their privacy policies. Following links to any other off-site pages or other web sites is at the user's own risk. This policy provides a general statement of the ways in which Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. gather information from the use of its Websites. In connection with specific products or services offered by Bellecapital AG, Bellecapital International AG or Bellecapital UK Ltd., you may be provided with separate privacy policies or statements. This policy may be changed from time to time without notice by Bellecapital AG, Bellecapital International AG and Bellecapital UK Ltd. The revised policy will be effective immediately upon posting to the Websites. This version of the policy is effective April 30, 2015. If you require further information regarding this privacy policy please contact us.