Nathalie Kappeler

AAA

11 Years of experience

Focus on high-quality firms at attractive prices

Current firm: AS Investment Management

Professional background

Nathalie Kappeler joined AS Investment Management in 2006 as a manager of Swiss equity funds. Previously, she worked as Equity Analyst and Fund Manager at Mirabaud & Cie and Financial Analyst at STMicroelectronics, both in Geneva.

Educational background

Postgraduate degree and degree in Political Economy from HEC Lausanne and Master’s degree in Economics from Birkbeck, University of London.

Performance

10.02%

Manager Annualised Return Since Inception

7.81%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

10.02%

7.81%

2.21%

10Y

8.77%

6.44%

2.32%

8.74%

7.57%

1.16%

*Inception date: 4/1/2014

Data as at 30 June 2025.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Cadmoss Swiss Engagement Fund

Value investing using fundamental analysis

Benchmark
MSCI Switzerland, Small Net (€)

Class
B

ISIN
LU1045227185

AUM
89.158.524,34 €

Ongoing Charges
1.1%