Contributor
Address
Town
Nation
Via Calprino 18
Lugano
Switzerland
Phone
Email
+41 (0) 91 960 3970
compamfund@compass-am.com



An independent asset manager established in Lugano, Switzerland. Founded in 1998 by a group of financial market professionals with working experience in major global financial centres.The company started managing the assets of private clients through discretionary management mandates, mostly investment funds. Since then Compass AM developed successfully both an advisory and managed investment funds business. Since 2007 authorized by the Swiss Financial Market Supervisory Authority-FINMA to represent and distribute foreign funds under the Collective Investment Schemes Act (LICol). Compass AM acts as investment manager for CompAM Fund Sicav (Luxembourg domiciled with 19 sub-funds), Bluelake SIF (Luxembourg domiciled with 4 sub-funds) and individual portfolio mandates for a total AUM of 1 billion Euros.

Values and Strenghts

Independent: Compass Asset Management is fully owned and managed by its employees.
Reliable: Compass Asset Management is a reliable partner implementing tailor-made investment solutions.
Transparent: Compass Asset Management believes in fairness  and transparency in client relationships.

Investment Style

Active investors combining fundamental analysis with a quantitative/macro overlay:

  •  Bottom-up selection process based on a value approach and low portfolio turnover
  •  Mitigation of portfolio risks and drawdowns dynamically managing portfolio exposure

The main goal is to deliver consistent, uncorrelated returns over the long run, without following any benchmark or temporary market fashion.

 

All News By Compass AM

07.06.2017

Pendulum

As a stock picker and value investor I rarely get involved in discussing macro issues during Investment Committees or during meetings with clients Anyway since [...]

 
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08.05.2017

Mr. Market

After so many years of loose monetary policy we might face the unintended consequences of huge misallocations of capital [...]

 
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24.04.2017

Tiki Taka

this market is like the old Barcelona playing tiki taka with me and my fellow value investors [...]

 
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12.04.2017

Pietro Ugazzi of Compass-AM explains the recent developments for his company-second part

What are the scenarios of roboadvisory «According to our experience it will take quite a lot of time before roboadvisory reaches a level of professionalism [...]

 
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28.03.2017

Risk, Uncertainty and Volatility

French poet Paul Valery is often quoted saying “the trouble with our times is that the future is not what it used to be” So [...]

 
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27.03.2017

Pietro Ugazzi of Compass-AM explains the recent developments for his company

 
Read More

Events


Semptember 2015
  • 28
    Jun

    Only a little more than half a year is remaining until implementation of PRIIPs and MiFID II, and th

  • 30
    Jun

    Lo Shipbrokers and Shipagents Dinner è uno degli eventi più importanti nel panorama mondiale della

  • 04
    Jul

    Within the framework of this presentation, Viktor Pershikov, MFTA, (a leading technical analyst in R

  • 05
    Jul

    One of the biggest conferences in Switzerland, which brings together the private equity, venture cap

  • 06
    Jul

    Within the framework of this presentation, Viktor Pershikov, MFTA (a leading technical analyst in Ru

See All

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