DIVAS appoints Timo Bertram as Senior PM
DIVAS Asset Management appoints Timo Bertram as Senior Portfolio Manager, strengthening its equity investment capabilities and supporting the continued growth of its institutional mandate business.
Company
When the Market Prices Narrative Instead of Reality
Alpha Through Elimination Alpha emerges through consistent exclusion. We eliminate errors rather than chasing stories. The investment universe is systematically reduced. The key is to distinguish between companies that tie up capital and those that compound it over time. What matters is not profitability alone, but the quality of capital allocation. A business model that … When the Market Prices Narrative Instead of Reality
Hansueli Jost on Bloomberg: European Auto Stocks
We’re pleased to share that Hansueli Jost, Portfolio Manager at DIVAS Asset Management, was recently featured on Bloomberg discussing European auto stocks.
A Once in a Lifetime Opportunity
The fund has shifted to a more defensive strategy, with 65% in new investments and many holdings at trough earnings. With up to 80% upside and improving earnings trends, it is entering a new outperformance cycle.
DIVAS Eurozone Value Fund Reaches €500M AUM
DIVAS Eurozone Value Fund has surpassed €500 million in assets under management!
Welcoming Fresh Talent – Future Day 2025 at DIVAS
As part of this year’s Swiss Future Day, we were delighted to welcome four curious and motivated students to DIVAS Asset Management.
Team Addition at DIVAS: Leonardo De Fezza
We’re excited to welcome Leonardo De Fezza as our new Senior Portfolio Manager – Equities at DIVAS Asset Management!
DIVAS appointed Sub-Investment Manager for CHF 136m Protected Fund
We have been appointed as Sub-Investment Manager for the newly launched “Enhanced Multi Asset 90% Protected Fund” with a volume of CHF 136m.
Team Addition: Pietro Maciotta Joins as COO!
We are pleased to welcome Pietro Maciotta as the new Chief Operating Officer (COO) at DIVAS Asset Management!