Mirabaud Asset Management Ltd — 13F Portfolio

Mirabaud Asset Management Ltd is the asset management division of the Mirabaud Group, one of Switzerland's most prestigious and historic private banking groups founded in Geneva in 1819. With over two centuries of heritage in wealth stewardship, the Mirabaud Group has evolved from its origins as a private partnership serving European families into a diversified financial services organization spanning asset management, wealth management, and securities services. The asset management arm manages diversified investment strategies across equities, fixed income, multi-asset, and alternative investments for institutional clients, financial intermediaries, and high-net-worth individuals globally. Filing 13F reports with the Securities and Exchange Commission under CIK #0001680493, Mirabaud Asset Management discloses its quarterly holdings of U.S.-traded equity securities, providing transparency into its American equity market positioning as part of its broader global investment operations. Headquartered in Geneva, Switzerland, with additional offices across major financial centers in Europe, the firm brings a distinctly European perspective to global equity investing, combining Swiss precision and risk discipline with a forward-looking investment philosophy. Under the leadership of Managing Partner Lionel Aeschlimann and supported by specialized investment teams including Head of Equities Anu Narula, Mirabaud has built a reputation for thematic and sustainability-integrated investment approaches. Through the platform's 13F History tools, users can access the firm's U.S. equity disclosure record and observe how its American holdings reflect broader global investment themes.

Mirabaud Asset Management employs a quality-growth investment philosophy across its equity strategies, seeking companies with durable competitive advantages, strong management teams, and sustainable growth trajectories that can compound shareholder value over extended time horizons. The firm has gained particular recognition for its thematic equity capabilities, identifying long-term structural trends — such as digital transformation, demographic shifts, climate transition, and healthcare innovation — and investing in companies positioned to benefit from these secular forces. Anu Narula leads the equity team's flagship global equity strategies, which typically concentrate capital in a focused number of high-conviction positions selected through rigorous bottom-up fundamental analysis combined with top-down thematic overlay. The firm's Swiss heritage informs a risk-conscious approach that emphasizes capital preservation alongside growth, balancing ambitious return objectives with disciplined downside awareness. Sustainability and ESG integration represent core components of the investment process rather than supplementary considerations, reflecting the long-term stewardship philosophy embedded in over two centuries of private banking tradition. Observable sector emphasis in the 13F-disclosed U.S. equity portfolio includes technology, healthcare, and consumer sectors — industries aligned with the firm's thematic growth orientation. The 13F Portfolio Composition available through the platform reveals how Mirabaud's U.S. equity positioning reflects its broader global thematic investment themes. Sector Allocation History analysis enables users to track the evolution of sector exposure as thematic emphasis shifts across market cycles.

Mirabaud Asset Management Ltd represents the asset management division of one of Switzerland's most historic private banking groups, bringing over two centuries of financial stewardship tradition to modern global equity investing. The firm's investment approach centers on quality-growth portfolio construction driven by thematic conviction, emphasizing companies positioned to benefit from secular structural trends across technology, healthcare, and consumer innovation. Its concentrated, research-intensive methodology and sustainability-integrated process distinguish the approach from broad-market strategies, while its Swiss heritage informs a disciplined risk management framework. The disclosed 13F filings, available under CIK #0001680493, provide an ongoing record for analyzing U.S. equity positioning within the context of the firm's broader global investment platform. Through the platform's portfolio simulator, users can examine Annualized Return (CAGR) and Alpha Generation vs S&P 500 using historical replication methodologies, normalized to a user-defined notional. Given the firm's thematic quality-growth orientation and European investment perspective applied to U.S. markets, how has its disclosed portfolio navigated periods when thematic growth investments experienced significant valuation rerating relative to broader cyclical or value-oriented equity segments?

The risk characteristics of Mirabaud Asset Management's disclosed U.S. equity portfolio reflect its quality-growth investment mandate and thematic concentration approach. Quality-growth strategies historically provide favorable risk-adjusted outcomes over complete market cycles, as emphasis on businesses with strong fundamentals and sustainable competitive advantages tends to offer relative resilience during corrections while participating meaningfully in expansions. However, thematic concentration can introduce periods of elevated volatility when specific investment themes experience temporary headwinds, factor rotation, or valuation compression. The firm's Swiss-rooted risk management culture emphasizes rigorous downside analysis, position-level risk assessment, and portfolio-level stress testing, reflecting the conservative risk discipline associated with Geneva's private banking tradition. Max Drawdown Depth analysis through historical simulation can quantify how the thematic growth approach has navigated equity market stress periods, including the 2022 growth stock correction that particularly affected quality-growth managers globally. The Volatility Profile likely exhibits patterns consistent with concentrated quality-growth strategies — moderate-to-elevated dispersion driven by conviction positioning, but with potential for lower permanent capital impairment due to the emphasis on financially robust businesses. Users can examine Sortino Ratio metrics through the platform's backtesting service to assess downside risk-adjusted compounding behavior relative to the firm's quality-growth mandate.