AMG Substanz Swiss Mid & Small Cap Fund – Portfolio

I came across the yearly fund report of a very large Swiss Asset Manager today. It’s a cross over between a hedge fund and a value investor. And it works brilliantly.

I thought I’d share the portfolio with you, as it is a great example of a diversified, dividend generating portfolio.

AMG_Swiss_Mid_and_Small_Cap_Fund

AMG_Swiss_Mid_and_Small_Cap_Fund_holding-structure

AMG_Swiss_Mid_and_Small_Cap_Fund_short_positions

Great call on the short Zurich… ^

And of special interest to me; their futures trading: (they do a CHF 100m  worth of underlying each way a year in SMI)

AMG_Swiss_Mid_and_Small_Cap_Fund_futures-trading

And also the trading:

AMG_Swiss_Mid_and_Small_Cap_Fund_in-out-transaction-trading

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