Matthias Hug
Managing Partner
Chief Executive Officer
Patrick Künzler
Managing PartnerChairman of the Board of Directors
Samuele Donatelli
Head of Operations, Compliance & Risk Management
Stefan Jermann
Senior Consultant
Walter Lohri
Senior Financial Consultant
Markus Lackner
Deputy Head of Investment Management
Theresia Zahner
Operations, Risk Management & Compliance
Urs Ledermann
Member of the Board of Directors
Marc O. Stöckli
Member of the Board of Directors
Ralf J. Nadler
Member of the Board of Directors
Awards
The Swiss business magazine “BILANZ” periodically examines the results of independent asset managers and compiles rankings of the investment strategies managed by them. The returns of various investment strategies developed and actively managed by Matthias Hug (Head of Investment Management) have received awards in these “BILANZ” rankings. The following document provides an overview about the received awards:
«Asset Manager of the
Year 2024» and 1st places in investment ranking of
BILANZ 2024
BILANZ presents the “Asset Manager of the Year” award to the asset manager who has achieved the best results across all risk categories. In 2024, Format received this special award for its investment results over 24 months. Over 60 months, Format was in second place in this ranking and in third place over 36 months.
Our investment strategy “Format Swiss Equity High Dividend Yield” was awarded 1st place in the BILANZ ranking 2024 over 12, 24 and 36 months in the “Moderate Dynamic” risk category. “Format Balanced Plus” achieved 1st place over 24 months and “Format Conservative” 1st place over 60 months.
The test and its results are documented in the article “Jäger der Profite” in the 03/2024 issue of “BILANZ”.
(or under www.firstfive.ch).
«Asset Manager of the Year 2022» and 1st places in investment ranking of BILANZ 2022
The asset manager with the best results over all risk categories receives from “BILANZ” the award of the «Asset Manager of the Year». 2022 Format received this prestigious award for the achieved investment results over 24 months and over 36 months.
Our investment strategy «Format Swiss Mid & Small Cap Equity» was awarded 1st ranks over 12, 24 and 36 months in the respective risk category, “Format Balanced International” and “Format Conservative” achieved 1st ranks over 24 and 36 months, and “Format Swiss Equity” received a 1st rank over 12 months.
The test and its results are documented in the article
«Rendite-Varieté» in the issue 03/2022 of «BILANZ»
(or under www.firstfive.ch).
«Asset Manager of the Year 2021» and 1st places in investment ranking of BILANZ 2021
The asset manager with the best results over all risk categories receives from “BILANZ” the award of the «Asset Manager of the Year». 2021 Format received this prestigious award for the achieved investment results over 12 months and over 24 months.
Our investment strategies «Format Balanced International» und «Format Conservative» were awarded 1st ranks over 12 months and over 24 months in the risk categories «Balanced» resp. «Conservative». In addition, our strategy «Format Swiss Mid & Small Cap Equity» achieved the best performance in the risk category «Dynamic» over 12 months and over 24 months.
Format Swiss Mid &
Small Cap Equity:
1st place in the investment rating of BILANZ 2023, 2022, 2021, 2020, 2019, 2018 and 2017
Our investment strategy “Format Swiss Mid & Small Cap Equity” is based on an actively managed equity investment strategy developed by Matthias Hug. In the “BILANZ” rankings for the years 2023, 2022, 2021, 2020, 2019, 2018 and 2017, this strategy took first place in the corresponding risk category.
The test and its results are documented in issues 03/2023, 03/2022, 03/2021, 03/2020, 03/2019, 03/2018 and 05/2017 of “BILANZ”.
Format Swiss Equity:
1st place in the investment rating of BILANZ 2022
Our investment strategy “Format Swiss Equity” was awarded a first place in the “BILANZ” ranking for the years 2022 in the corresponding risk category.
The test and its results are documented in the issues 03/2022 of “BILANZ”.
Format Swiss Equity High Dividend Yield: 1st place in the BILANZ 2024 investment rating
“Format Swiss Equity High Dividend Yield ” took first place in the “BILANZ” ranking for 2024 in the “Moderate Dynamic” risk category.
The test and its results are documented in the article “Jäger der Profite” in the 03/2024 issue of “BILANZ”.
Format Conservative:
1st place in the BILANZ 2024, 2022 and 2021 investment ratings
“Format Conservative” took first place in the corresponding risk category in the “BILANZ” ranking for the years 2024, 2022 and 2021.
The test and its results are documented in BILANZ issues 03/2024, 03/2022 and 02/2021.
Format Balanced International: 1st place in the BILANZ 2022 and 2021 investment ratings
“Format Balanced International” took first place in the corresponding risk category in the “BILANZ” ranking for 2022 and 2021.
The test and its results are documented in the BILANZ issues 03/2022 and 02/2021.
Format Balanced Plus:
1st place in the BILANZ 2024 investment rating
“Format Balanced Plus” took first place in the “Balanced” risk category in the “BILANZ” ranking for 2024.
The test and its results are documented in the article “Jäger der Profite” in the 03/2024 issue of “BILANZ”.
Format Balanced International and Format Conservative:
1st place in the investment rating of BILANZ 2022 and 2021
Our investment strategies “Format Balanced International” and “Format Conservative” achieved a first place in the “BILANZ” rankings for the years 2022 and 2021 in the corresponding risk categories.
The test and its results are documented in the issues 03/2022 and 03/2021 of “BILANZ”.
Format Global Bonds
1st place in the investment
rating of BILANZ 2013
Our investment strategy “Format Global Bond” is based on a bond investment strategy developed and actively managed by Matthias Hug. This strategy has been ranked first in the “BILANZ” 2013 ranking in the corresponding risk category.
The test and its results are documented in the article “Geldkönige” in the 06/2013 issue of “BILANZ”.
Award as leading independent asset manager
The Swiss business magazine “BILANZ” has conducted a large-scale test of independent Swiss asset managers. The ten best asset managers were awarded the rating “very good” – including Matthias Hug (then working for Hug Invest AG). Prof. Dr. Thorsten Hens, head of the Institute for Swiss Banking at the University of Zurich, developed the test and is quoted as saying that “the best independent asset managers are better than the banks”.
The test and its results are documented in the article “Die Besten Unabhängigen” in the 18/2010 issue of “BILANZ”.
