Gilbert Gerber

Belsize Asset Management is an active investment manager which specializes in the Biotechnology sector. The firm has a long-term investment horizon and follows a conviction-based investment approach. They focus on European equity with no market cap restriction and favor companies with significant growth potential.

Alken is a European equity specialist boutique whose investment philosophy is to consistently maximize long-term shareholders’ returns. The objective of the firm is to build a diversified product portfolio that aims to address different investors' risk profiles. The firm manages European equity portfolios and focuses on companies with a combination of high or growing ROCE and sales growth potential. They believe long-term outperformance is best achieved through stock-picking and portfolio construction skills. Alken monitors equity market valuations as a comparison to their stock-picking analysis.