DIVAS Asset Management

DIVAS Asset Management

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DIVAS Eurozone Equities Monthly Report – October 2021

02.11.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from October 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report October 2021

DIVAS Eurozone Value - Above EUR100 million

29.10.2021
by Hansueli Jost


I am very happy to be back above EUR100 million, to finally leave the “chicken and egg” discussion behind. It was tough not being able to approach you as our customer personally and to absorb the Covid induced headwinds. Thanks to your unwavering support we managed to overcome these atrocities and can now offer you a top performing strategy in a size that will gradually allow you to return.

Best performing european strategy

20.10.2021
by Hansueli Jost


We are very happy to be back at the very top. Over the last 12 months our strategy generated a performance of 71.78% outperforming the blend benchmark by 41 percentage points. The value factor is still 1.5% cheaper than at the 2020 crash. The entire upside from the rotation is yet ahead of us. If history is any guide this strategy is your perfect hedge against rising interest rates. Gaining exposure to our strategy gives you access to a portfolio growing its earnings in the low teens for the next three years, trading on 8.5x earnings, 0.9x book and paying you a dividend yield of 3.8%.

Read more: https://citywireselector.com/manager/hans-ulrich-jost/d19302?periodMonths=12§orID=1193

DIVAS Eurozone Equities Monthly Report – September 2021

04.10.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from September 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report September 2021

Citywire A rated Manager

20.09.2021
by Alida Zulji


Wir gratulieren Hansueli Jost zu diesem hervorragenden 2. Rang "Citywire A rated Manager".

Mehr dazu: https://citywireselector.com/manager/hans-ulrich-jost/d19302?periodMonths=60§orID=1193

DIVAS Eurozone Equities Monthly Report – August 2021

02.09.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from August 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report August 2021

DIVAS Eurozone Equities Monthly Report – July 2021

10.08.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from July 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report July 2021

DIVAS Eurozone Equities Monthly Report – June 2021

02.07.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from June 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report June 2021

DIVAS Eurozone Equities Monthly Report – May 2021

02.06.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from May 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report May 2021

The last truly undervalued asset globally – Eurozone retail banks

18.05.2021
by Hansueli Jost


An Essay from Hansueli Jost: The last truly undervalued asset globally – Eurozone retail banks

Click here to read the full Essay

Eurozone retail banks are the last undervalued global equity: + rated PM

07.05.2021
by Hansueli Jost


Having suffered 14 years of inconceivable underperformance,outright excluded as an investment category at many investment managers, never in history have they been as attractively valued, as healthy and as overcapitalised as they are today. The beauty is that no one has any meaningful exposure to this treasure.

Click here to read the full monthly report April 2021

DIVAS Eurozone Equities Monthly Report – April 2021

04.05.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from April 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report April 2021

Zurück an der Spitze

16.04.2021
by Alida Zulji


Wir gratulieren Hansueli Jost zu diesem hervorragenden 2. Rang "Citywire+ rated Manager".

Mehr dazu: https://citywireselector.com/manager/hans-ulrich-jost/d19302?periodMonths=12§orID=1193

Unsere Vision für Nachhaltigkeit bei Anlagelösungen - COmpensate2gether

15.04.2021
by Alida Zulji


Die Anteilklassen «𝗖𝗢mpensate𝟮gether» unserer Investmentlösungen als Brücke zu nachhaltigen Schweizer Klimaprojekten. Mit grosser Begeisterung der Schülerinnen aus Frutigen bei Bern, konnten wir einen weiteren Pflanztag mit 400 Bäumen realisieren. Im Beitrag von TeleBärn erfahren Sie die Erlebnisse der Schülerinnen Hautnah. Ein spezieller Dank für die gemeinsame Vision geht an unsere Partner there-for-you.com und CrowtherLab by ETH Zürich.

Read more: https://www.telebaern.tv/telebaern-news/projekt-there-for-trees-klasse-pflanzt-baeume-gegen-den-klimawandel-141517386

DIVAS Eurozone Equities Monthly Report – March 2021

06.04.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from March 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report March 2021

Empowerment durch CO2 neutrale Finanzprodukte

29.03.2021
by Alida Zulji


Baum für Baum, Klasse für Klasse. Durch unsere CO2 neutralen Finanzprodukte ermöglichen wir unseren #Investoren eine innovative Brücke zu regionalen Aufforstungsprojekten in der #Schweiz. Durch unsere Partnerschaft konnten rund 35 Schüler aus Uster mit ihren eigenen Händen und 175 Baumsetzlingen ein erstes, erfolgreiches Zeichen für #Nachhaltigkeit und #Klimaschutz setzten. Mit diesem Pflanztag durften wir unseren einzigartigen Ansatz ein erstes Mal unter Beweis stellen. Durch die theoretische und praktische #Wissensvermittlung an die nächste #Generation stärken wir das Bewusstsein zu den Themen Klimaschutz, Biodiversität und Nachhaltigkeit. Oder wie Nina (15) sagt: «Es wäre toll, wenn andere #Schulklassen das auch machen würden und so noch viele mehr helfen, die #Umwelt zu schützen». Wir bedanken uns ganz herzlich bei unseren Partnern! Baum 🌲 für Baum 🌳 und Klasse für Klasse, weiter so there-for-you.com und Crowther Lab by ETH Zurich.

Read more: https://www.blick.ch/schweiz/zuerich/aufforstung-im-gemeindewald-schueler-in-uster-pflanzen-baeume-fuers-klima-id16422506.html

DIVAS Eurozone Value – Now ESG Article 8 compliant

17.03.2021
by Hansueli Jost


We are very pleased to inform you that we have obtained the CSSF approval and are now a fully compliant ESG Article 8 Fund. Our disciplined bottom-up approach, our focus on well managed quality companies with sustainable processes and the aspiration to constantly improve on all levels and our closeness to management, make our investment process a natural fit for sustainable investments. Find out more about our Eurozone Value Equity Strategy in our monthly report from February 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

DIVAS Eurozone Equities Monthly Report – February 2021

03.03.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from February 2021. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report February 2021

Digital Investor Forum

21.01.2021
by Hansueli Jost


Hansueli Jost in the Value Equity panel with MainFirst and Tweedy, Browne. Is the current rotation back into value equities sustainable?

Click here to watch the Digital Investor Forum.

DIVAS Eurozone Value Monthly Report – December 2020

12.01.2021
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from December 2020. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report December 2020

DIVAS Eurozone Value Monthly Report – November 2020

02.12.2020
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from November 2020. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report November 2020

DIVAS Eurozone Value Monthly Report – October 2020

04.11.2020
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from October 2020. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report October 2020

DIVAS Eurozone Value Monthly Report – September 2020

05.10.2020
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from September 2020. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report September 2020

DIVAS Eurozone Value Monthly Report – August 2020

02.09.2020
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from August 2020. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report August 2020

DIVAS Eurozone Value Monthly Report – July 2020

04.08.2020
by Hansueli Jost


Find out more about our Eurozone Value Equity Strategy in our monthly report from July 2020. If you wish to receive our monthly please drop us a quick email so we can keep you up to date.
Your DIVAS Team

Click here to read the full monthly report July 2020

DIVAS Eurozone Value - Value is dead, long live value

01.08.2020
by Hansueli Jost

Value is dead, long live value!

30.06.2020
by Hansueli Jost


Read the latest essay from our Hansueli Jost on European value.
Your DIVAS Team

Klicken Sie hier um den vollständigen Essay zu lesen.

Performance DIVAS Eurozone Value - The rotation has only just started

08.06.2020
by Hansueli Jost


Last week the DIVAS Eurozone Value appreciated by 18.32% generating an Alpha of +895 basis points. Over the last 2 ½ months the fund appreciated by 53.41% delivering an Alpha of 1526 basis points. The great new is that the Value factor has so far from the March lows only outperformed the benchmark by 2.46% and the growth factor by 5.62%, i.e. the rotation has literally only just started. Following the 130 percentage points Value factor underperformance over the last 11 years versus growth, this normalisation has long legs. Most important of all, no one so far believes in it!

DIVAS Eurozone Value Monthly Report – May 2020

04.06.2020
by Hansueli Jost


If you wish to receive our monthly, please drop us a quick email or chat, so we can keep you up to date. Your DIVAS Team
Click here to read the full Monthly Report May 2020

Analogy of the 2020 crash with previos episodes

19.03.2020
by Hansueli Jost


Read the latest essay from our Hansueli Jost about the crash.
Your DIVAS Team

Klicken Sie hier um den vollständigen Bericht zu lesen.

DIVAS welcomes Alida

10.12.2019
by Daniel Habshush


The DIVAS Asset Management team is proud to welcome Alida Zulji, our latest addition to the team.

As Head of Marketing, Alida is responsible for the entire Corporate Design & Communications as well as for the creation and publication of on- and off-campaigns. She brings a wealth of experience in social media strategies, employer branding, marketing and sales processes from other companies. She keeps her marketing and communication knowledge constantly up to date by pursuing her passion and teaching several courses as a lecturer at a university.

Promoting young talent in sports, committed and team-oriented!

29.10.2019
by Alida Zulji


Our words have been our values since 2016 and shape our actions: Following our efforts for “UNICEF – Cycling for children”, DIVAS is starting a sportive engagement and supports the very talented and ambitious tennis player Svenja Ochsner from Einsiedeln SZ. She is currently in the final at the ITF WTA World Tour tournament in Belek and is competing against the Russian Junior Wimbledon participant.

We wish her all the best for the next matches and look forward for an opportunity to meet her on the court soon. Forza Svenja!

Building a bridge into EUROPE by founding DIVAS Asset Management UG

17.10.2019
by Alida Zulji


DIVAS takes its next step and announces the foundation of DIVAS Asset Management UG in Germany. In line with our values of being flexible and open to the world, this is a further step towards expanding our distribution activities into European countries and seizing new opportunities.

We look forward to expand our independent asset management boutique services and investment innovations to a wider audience.

Three, two, one, Go: Here goes our new website!

16.10.2019
by Alida Zulji


Our new website has arrived! We present ourselves more informative and personal under our new address: www.divas-am.com.

The focus is on our highly differentiated products with detailed information and up-to-date key figures, tailor-made solutions from our investment boutique and our ambitious team, which offers you outstanding advice and service on various investment topics thanks to our inhouse expertise.

Look forward to further news and find out what moves us and what we are moving.

Happy to be on Air again! DIVAS Eurozone Value Monthly Report

03.07.2019
by Hansueli Jost


We are happy to be on air again with our monthly reports. If you wish to receive our monthly, please drop us a quick email or chat, so we can keep you up-to-date.

Best, Hansueli

WELCOME Martin Vogl @ DIVAS Asset Management

21.06.2019
by Daniel Habshush


We are very pleased and delighted having Martin join our Board of Directors with his vast experience in international finance and a long-lasting track record within the insurance industry.

In the previous 15 years Martin held various management positions within the AXA Group. As CEO of AXA Czech Republic and Slovakia he headed the life insurance, P&C, Asset Management, Banking and Pension business. As Chairman of the Board of Directors of AXA Bank Germany he presided the Investment Management and Pension activities.

He started his career at Arthur Andersen Management Consulting specialised in Value Based Management and Financial Services. Following his studies in Business Administration in Heidenheim he completed his Master in Business Administration in Paris, Philadelphia and Tokyo followed by management courses at Wharton Business School Philadelphia and IMD in Lausanne.

CHF 23'910 raised for UNICEF Cycling for children

14.06.2019
by Daniel Habshush


A cause dear to our heart

I am extremely Proud and thankful for the effort and support of each of our team members!

A BIG THANK YOU TO...
Corinne Rohner, Dr. Florian Treu, Daniel Franc, Simon Steinbach, David Kaufmann, Pascal Imboden, Beatrice Imboden, Verena Imboden, Roger Ganz, Stephane Junod and his family, Jean Claude Aebischer, Ursula Gloor, Costanza Maraffio, Bruno Rodrigues, Caroline Heil, Kevin B. Sahin, Marc Eigenheer, Hansueli Jost, Conradin Kraemer, Klaus Mutschler, Dean Habshush, Orit Gadot

This Saturday we will take part in the wonderful initiative organised by UNICEF Schweiz und Liechtenstein.

‘Cycling for children’ is an annual event where multiple companies, families and private parties cycle to raise awareness of the socio-economic challenges underprivileged kids are facing nowadays.

Join us at Greifensee (Uster , Switzerland) this Saturday or become a part of an amazing event!

Click here for more info

Every child deserves a fair chance in life

14.04.2019
by Daniel Habshush


A cause dear to our heart,

DIVAS Asset Management will participate again this year @UNICEF “Cycling for Children” to support children effected by war and natural disasters from Yemen to south eastern Africa.

Your donation helps UNICEF make a difference for children around the world.

Learn more about “Cycling for Children”

Support our TEAM and donate here

Hansueli Jost joins DIVAS Asset Management

06.03.2019
by Daniel Habshush


The DIVAS Asset Management team is proud to welcome Hansueli Jost, our latest addition to the team.

Hansueli comes with a vast experience in fundamental stock picking, with a primary focus on Value and the Eurozone.

In his position as fund manager he will assume the responsibility for the DIVAS Eurozone Value Equity Fund family.

In his category he demonstrated over the years an outstanding performance and market knowledge, yielding him a Citywire “AA” rating and a number 1 ranking globally over 3 years.

To put it in his own words: “I’m very excited to work in such a dynamic and entrepreneurial environment and to build our Eurozone Value Equity Fund family”.

In his previous 30 years, among others, Hansueli managed Eurozone Equities at GAM Investment Management and UBS Investment Management and Global, Pan-European and U.K. Equities at Morgan Stanley, Schroders and SBC Portfolio Management International in London.

He graduated as Economist from the School of Economics and Business Administration in Zurich.

DIVAS @ Suppentag

23.11.2018
by Daniel Habshush


We believe in giving back to the community by supporting local social causes. For the second time DIVAS Asset Management took part in this year’s 15th annual Suppentag in Zurich.

Schweizer Tafel took the initiative in 2004 creating the Suppentag. The aim of the Schweizer Tafel was to get prominent personalities, such as politicians, athletes, and businessmen/businesswomen in Switzerland serving soup to the homeless across the country.

DIVAS welcomes Marc Eigenheer as new Chief Risk Officer

23.05.2018
by Daniel Habshush


The team at DIVAS Asset Management is proud to welcome our newest member Marc Eigenheer (CFA, FRM, CAIA) as Chief Risk Officer replacing Patrick Loepfe. Marc comes with a very profound background in quantitative analysis, software development, risk management and a strong entrepreneurial spirit. He acquired his vast experience working for Credit Suisse, UBS Asset Management, Quaesta Capital and founding his company ICADIA.

We wish Marc a great start in his new role.

BETTER AND MORE - Website relaunch

01.03.2018
by Kevin Sahin


DIVAS Asset Management is pleased to announce the relaunch of its website (www.derivativesolution.com) with a special focus on its products. The new section means that customers can now benefit from richer content online, which is easier to navigate through and gain full access to all relevant performance & product information and to the relevant documentation. “This update comes as a result of talking to customers and understanding their needs” says CEO Daniel Habshush.

MERRY CHRISTMAS AND HAPPY NEW YEAR

22.12.2017
by Daniel Habshush


We wish you and your family MERRY CHRISTMAS and a HAPPY NEW YEAR!
Your DIVAS Asset Management Team

Zukunftstag: Alain Hirt @ DIVAS Asset Management

02.12.2017
by Daniel Habshush


On the National Swiss Future day, we were excited to welcome Alain. The “NSF” day is about children at a certain age, spending the school day at a workplace of their choice, to help them think about what career opportunities they are interested in.

Alain spend his morning with our CEO taking part in client, and sales meetings. In the afternoon he visited DIVAS office. He spent half of the time with the Portfolio management team, learning some basics of trading, asset classes and assisting in an actual trades. The rest of the afternoon he sat with the sales team learning how to prepare for client presentation and pitches.

A summary video of Alain's day at DIVAS

DIVAS Launch-Apéro @ Badi Wollishofen

14.09.2017
by Kevin Sahin


We appreciate all of our clients & friends for making it through the crazy traffic and rain to attend the DIVAS Launch-Apéro. By not being shy of the rain, all of the attendees made it happen. It was a great and successful event with the people enjoying the environment, food, drinks and music.

Thank you everyone for allowing us to host you.

DIVAS Asset Management AG - FINMA approved

23.08.2017
by Daniel Habshush


DIVAS Asset Management AG has reached its first major milestone with the FINMA approval as asset manager for collective investment schemes. DIVAS is now launching the first derivative investment fund of its kind in Switzerland. DIVAS is co-founded and supported by a single family office in Zurich and provides derivative solutions in a unique, transparent and cost efficient way.

For more information please visit www.derivativesolution.com

WELCOME Kevin Sahin @ DIVAS Asset Management

15.08.2017
by Daniel Habshush


DIVAS Asset Management is pleased to welcome Kevin Sahin our newest team member. Kevin has been with DIVAS since January 2017 working on several successful projects. Kevin comes from an entrepreneurial background making him proficient in business administration & project management and is fluent in three languages.

DIVAS welcomes Karim Jadallah

05.07.2017
by Daniel Habshush


The DIVAS Asset Management team is thrilled to welcome our newest member Karim Jadallah to our Portfolio Management team. Karim has a strong background in economics and quantitative analysis. Karim was with Skandia Leben AG for the past 5 years, most recently as Head of Investment and Portfolio Management. Before that he was part of the Macroeconomic Fixed Income Research Team at UBS Investment Bank.

In the NEWS:
Click here to read full article @ Citywire