The Value of Active Management (EN)

Moderated by Manuela M. Fröhlich (Co-Founder
& Partner, Fondsfrauen GmbH), this panel brings together
leading voices in asset management — Georg von
Wyss (Partner, BWM Value Investing), Alex
Rauchenstein (Managing Partner, SIA Funds), René
Nicolodi (Head of Equities & Themes, Zürcher
Kantonalbank), and Damian Burkhardt (Senior
Portfolio Manager, EFG) — to debate the role of active management
in today’s markets.


The discussion covers the key strengths of active investing,
including precise stock selection, proactive risk management, and
strategic flexibility in uncertain environments. The panellists
share their perspectives on when active strategies have the
greatest edge over passive approaches, the traits that define
successful fund managers, and how macroeconomic shifts can be
leveraged for superior performance. Drawing on decades of
investment experience, they provide valuable guidance for both
institutional and private investors seeking to navigate complex
market conditions.


More podcast episodes and information: www.finanz-ch.ch
More about Fondsfrauen GmbH: www.fondsfrauen.com
More about BWM Value Investing: www.bwm.ch
More about SIA Funds AG: www.sia-funds.com
More about Zürcher Kantonalbank: www.zkb.ch
More about EFG: www.efginternational.com


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.