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Tramondo launches European equity strategy, aims to tap into the continent's hidden potential

Tuesday, April 12, 2022
Opalesque Industry Update - Tramondo Investment Partners AG, a bank-independent Zug, Switzerland- based investment boutique, announces that it had recently launched Dynamic Equity Europe, a sub-fund of Tramondo UCITS Funds.

The strategy of the Dynamic Equity Europe Fund is a carve-out of the firm's global defensive equity strategy with active risk management, which has been trading since 2017. Focusing on Europe ex Switzerland, Dynamic Equity Europe pursues the same conservative equity approach that participates in equity markets while looking to preserve capital in turbulent times.

Tramondo has appointed Patrick Rissi, CFA, as the Lead Portfolio Manager for the Dynamic Equity Europe strategy. Patrick joined Tramondo in 2021 from UBS Investment Bank, where he most recently worked as an Institutional Equity Sales generating investment ideas (long and short) and managing alpha capture accounts (long/short and long-only) within Swiss and European equities.

Raphael Müller, Chief Executive Officer of Tramondo, said: "There was a time when George Soros wondered who in their right mind would place their money in Europe. We beg to differ. Political reforms have driven investment into new technology and renewable energy sectors. The winners will be companies that can generate value from healthy balance sheets. The critical factor will be identifying those players while actively managing the tactical exposure to the overall market. For us, it means applying our global investment approach to Europe. I wish Patrick Rissi and the team every success with the European strategy."

"The forthcoming cycle will be led by high-quality European companies who can thrive even in an inflationary environment. They have nothing to fear as they can hand down cost increases to their customers. Combined with disciplined risk management, investing in European quality stocks can be surprisingly attractive", added Patrick Rissi, Tramondo's European Equity Lead Portfolio Manager.

In November of last year, the firm had announced that Tramondo UCITS Funds, a collective investment scheme under Liechtenstein law and its respective sub-funds Dynamic Equity Opportunities and Next Generation had received FINMA approval for distribution to non-qualified investors in Switzerland. The same holds true for the newly launched Dynamic Equity Europe. Tramondo acts as the investment manager of the funds.

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