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DirectoryFinance & InsuranceFunds & Investment CompaniesSchindellegi3V Asset Management AG
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3V Asset Management AG

Summary

About the company

3V Asset Management AG is a FINMA‑supervised independent asset manager specializing in Swiss equities, particularly Small‑ and Mid‑Cap securities, and manages the 3V Invest Swiss Small & Mid Cap Fund. The fund follows an active, high‑conviction approach (about 30–35 holdings) based on fundamental company analysis; up to 20% may be allocated to large‑cap SMI stocks.

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Asset management
Asset management for client relationships, including investment decisions, administration and processing of client and contractual relationships, as well as fulfilment of duty-of-care obligations and compliance requirements.
Investment fund (3V Invest Swiss Small + Mid Cap Fonds)
Investment fund with a focus on Swiss small and mid-cap stocks, investing in around 30 to 35 companies, an active investment style, fundamental company research, as well as the sales prospectus, KIID and fact sheet.
Monthly report
Monthly report with regular information about the fund; subscribe via the website for interested investors and business partners.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
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PProvenExpertSoon

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Secure profile

Location

Höhenweg 2a
8834 Schindellegi

At a glance

Legal form
Corporation
UID
CHE-108.624.972
Founded
1997 · 29 years
Last commercial register change
August 8, 2025
Employees
1 to 10

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