Bellevue Asset Management AG

Overview

Bellevue Asset Management AG is a Swiss-based investment management firm specializing in healthcare and technology investments. Established in 1993, the firm has developed a strong reputation for its expertise in these sectors, managing assets across various investment strategies. With a team of over 90 professionals, Bellevue Asset Management operates globally, with offices in Zurich, Frankfurt, London, Singapore, and New York. The firm's investment approach is characterized by a disciplined, research-driven strategy, focusing on delivering superior returns through active management and deep sector knowledge. Bellevue Asset Management's portfolio includes a diverse range of companies, particularly in the healthcare sector, where it has consistently demonstrated strong performance. The firm's commitment to innovation and growth is evident in its investments in small and mid-cap companies, as well as its focus on alternative and traditional investment strategies. This approach has positioned Bellevue Asset Management as a trusted partner for institutional investors, family offices, and private banks seeking specialized investment solutions. The firm's long-term investment philosophy and sector specialization have enabled it to navigate various market cycles successfully, delivering value to clients and shareholders alike. Bellevue Asset Management's dedication to excellence is reflected in its continuous efforts to enhance its investment capabilities and expand its global presence, ensuring it remains at the forefront of the investment management industry. As of June 30, 2025, Bellevue Asset Management managed CHF 4.8 billion in assets, underscoring its significant presence in the investment management sector. The firm's strategic focus on healthcare and technology investments has been a key driver of its growth, allowing it to capitalize on emerging opportunities and deliver value to its stakeholders. Bellevue Asset Management's global footprint, combined with its specialized expertise, enables it to offer tailored investment solutions that meet the diverse needs of its clients. The firm's commitment to transparency, performance, and value creation has earned it a reputation for delivering superior outcomes across multiple market cycles. In addition to its core investment strategies, Bellevue Asset Management is actively involved in the development and management of investment funds, such as the BB Biotech AG, a leading investment company in the biotechnology sector. This involvement highlights the firm's dedication to providing innovative investment solutions and its deep understanding of the healthcare and technology industries. Bellevue Asset Management's proactive approach to market trends and its focus on high-growth sectors continue to drive its success, positioning it as a leading player in the global investment management landscape.

Investment Focus

• Focus on healthcare and technology sectors
• Preference for small and mid-cap companies
• Interest in alternative and traditional investment strategies
• Alignment with long-term investment philosophy
• Commitment to active management and research-driven strategies
• Openness to global investment opportunities
• Willingness to engage in various stages of company development, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations
• Desire for tailored investment solutions that meet diverse client needs
• Interest in investments that deliver superior returns across multiple market cycles
• Preference for investments that offer value creation for clients and shareholders
• Alignment with firm's commitment to transparency and performance
• Interest in innovative investment solutions
• Willingness to invest in companies with strong sector knowledge and experience
• Desire for investments that capitalize on emerging opportunities
• Preference for investments that navigate various market cycles successfully
• Interest in investments that deliver value to stakeholders
• Willingness to invest in companies with a global footprint
• Desire for investments that offer tailored solutions for diverse client needs

Portfolio Companies