Bellevue Asset Management

What they do

Bellevue Asset Management is a wholly owned subsidiary of Bellevue Group, an independent, Swiss financial group headquartered in Zurich and listed on the Swiss Exchange SIX. It was established in 1993 and has grown to become one of Switzerland’s leading investment boutiques. Bellevue offers a wide and well-diversified range of investment vehicles for the healthcare sector: BB Biotech AG is an investment company listed on the Stoxx Europe 600 with a successful track record going back more than 20 years. Bellevue also offers Luxemburg investment funds focused on medical technology, biotechnology, generics and Asian healthcare stories, making it one of Europe’s largest healthcare investors. The product portfolio also includes Luxembourg-based investment funds focused on structural growth stories in selected emerging markets such as Africa and funds that invest specifically in listed family- or entrepreneur-owned and run companies. Bellevue Asset Management is a pioneer in the management of entrepreneur-themed funds. Successful multi-asset strategies complete the range.

What they look for

Bellevue employs a high-active-share, benchmark-independent, bottom-up fundamental approach. In healthcare, they seek to turn scientific innovation into sustainable value by backing companies with breakthrough therapies, structural growth tailwinds, and clear clinical pathways. In their entrepreneur strategies, they target "hidden champions"-financially solid, owner-managed SMEs with strong pricing power, high innovation, and low debt.

Stage

Series B+

Sectors

Healthcare, AI, SaaS, Deeptech, Consumer

Based

Zurich, CH