I n v e s t m e n t M a n a g e r s

BlueStar is a cut above the rest by virtue of a concentrated range of quality solutions designed to produce value added, by making the most of the high professional competence of its team.

A new way of tackling complexity and competition in Asset Management

PEOPLE’S VALUE CREATES

BlueStar’s entire activity is aimed at providing a personalised offer, tailor-made for the institutional client: a result achieved through a multidisciplinary approach blending macro, quantitative and technical analysis with risk management.

VALUE OVER TIME.

COMPANY PROFILE

BlueStar is an Investment Managers company, headquartered in Lugano. Specialising in managing investments, it is the ideal partner for all institutional investors seeking to optimise the relation between risk and return and to obtain tailor-made asset management advice.

A global vision, consolidated experience, sound connections with third-party fund managers and the passion of the team: these are BlueStar’s strengths underpinning their capacity to read an ever-changing market. Past, Present and Future.

BLUESTAR INVESTMENT MANAGERS SA

VECO INVEST SAINVESTMENT PARTNERS

A sound company that guarantees excellent performance: strong complementarity of approaches and experience built up over ten years for high value-added portfolio management.

With their passionate commitment, the Partners joined forces with a company well established on the market, Veco Invest SA, to create an innovative organisation of successful professionals. All those who choose BlueStar as a partner for their investments will find that it is the constant interaction between the core factors that generates real value added.

PEOPLE

BlueStar is made up of people, specialised in the selection of Fund Managers, Asset Allocation and Risk Management.

The BlueStar team brings together and integrates diverse skills, which ensures a comprehensive coverage of the variety of areas in the investment market. As a result, it is absolutely competitive in terms of expert advice to the institutional client.

STAR CIRCLE

BlueStar’s identity is defined by a three-pointed star: the Star Circle, which represents the virtuous circle in which people, values and process revolve and grow together each other in a steady-state balance. This synergy guarantees performance at the highest level and satisfactory results in the medium and long term.

AN EXPERT TEAM INTEGRATING SPECIFIC SKILLS

VALUES

PROCESSPEOPLE

VALUES

Tackling risk management with measured control and perfect diligence.

This approach reflects an integrated and well-structured investment process aimed at achieving results that satisfy the client while being competitive compared to other, traditional portfolio management methods.

PROFESSIONALISMThe great experience built up by the partners is a guarantee of quality and competence. Experience, together with passion, lays the foundations for a good balance between the client’s individual demands and the diverse opportunities available on the international markets.

BALANCEBesides applying a top-down approach and an analysis of opportunities and of global medium- to long-term investment themes, we identify trends and short-term market dislocations, in such a way as to reach a harmonious balance within the investment choices always with our eyes firmly on the result.

EXCLUSIVITYThe exclusive relation with the client grows out of a personalised analysis of their needs and culminates in targeted and well-thought-out opportunities. Risk profiling defines needs and objectives in detail, in such a way as to pinpoint the most appropriate strategic choices.

PASSION IN TAKING ON THE CHALLENGES OF THE MARKET

The complementarity, the independence, and the multidisciplinary approach of the people involved are the constituent elements of a personalised, versatile and shared approach.

We do not look at investment instruments and classes in isolation, but in relation to each client’s risk profile. BlueStar puts forward a whole range of possibilities for a personalised portfolio, and the client’s involvement is an essential part of the process. The real value added is produced by the interaction between all the elements, where the time horizon is a fundamental reference point in the management of each portfolio.

CONTROLLING RISK AT THE HEART OF THE PORTFOLIO CONSTRUCTION PROCESS

PROCESS

The selection of Fund Managers is an integral part of the Asset Allocation process.

The selection of both managers and funds is open and dynamic, in line with the complexity and rapid pace of the markets. This selection is constantly fed by building a privileged relationship with them, with a view to identifying the most attractive trends, with a “best in class” approach.

ASSET ALLOCATION

CONTROLLING RISKFUND MANAGERS SELECTION

PASSIONSKILLS

EXCLUSIVITY

A CLEAR APPROACH TO STEER YOU THROUGH THE LIGHTS AND SHADOWS OF THE MARKET

BlueStar tackles the uncertainty of the global financial context by matching long-term investment themes with tactical market opportunities.

A wise mix of directional, non-directional, opportunistic, absolute- and relative-performance approaches able to maximise the risk-return ratio, thus making the portfolio as unaffected as possible by short- to medium-term scenarios and capable of turning volatility to its advantage.

Asset management based on funds guarantees management efficiency and operational timeliness: the rigorous risk management process and the stamp of absolute return aim to achieve full satisfaction for the institutional client.

Through funds, BlueStar can participate in IPOs, gain access to bond issues primarily designed for institutional investors, gain access to institutional share classes with lower management fees, but higher minimum investments.

A WELL-FOCUSED AND HOLISTIC OFFER AIMED AT MEETING THE NEEDS OF A SOPHISTICATED AND DEMANDING CLIENT BASE

ACTIVITY

BlueStar offers advisory services to institutional clients

as regards asset allocation, third-party fund selection

and single and consolidated portfolio analysis.

Among the activites, BlueStar is advisor to 3 UCITS V

funds: a conservative thematic fund, a directional

balanced fund and a fund investing in selected

alternative strategies.

TEAMAN EXTRAORDINARY TEAM

SPIRIT THAT REFLECTS ROBUST

AND COMPLEMENTARY

PROFESSIONALISM

Olivier Baggi, CFACEO & Partner

Olivier’s career began in the trading room of Lemanik SA in 2004. Between 2005 and 2006, he joined the founding team of Casa4Funds SA in Luxembourg, where he held the position of COO and Risk Manager. Since 2006 he has worked in wealth management, first as Fund Manager at Banca del Gottardo and BSI (2006-2010), subsequently as Portfolio Manager with Podium Wealth SA (2010-2013). In 2013, he moved to SWM SwissWealth Management SA as Fund Manager. He joined the BlueStar team in 2016.

Olivier graduated in Economics at University College London, and obtained a Master’s degree in Finance and Economics from the London School of Economics. He is also a CFA charterholder.

Mario Cribari, CFAPartner

Mario launched his career in 2000 at Banca del Gottardo, in the role of financial analyst in charge of the technology and defence sectors in the US stock market. In 2003, he became responsible for the US stock market area within the wealth management team, and a member of the Bank’s investment committee. In 2008, he was in charge of classic mandates in BSI’s wealth management team. In 2009, he joined Veco Invest and was put in charge of asset management.

Mario has a degree in Political Economy from Università Cattolica, Milan, and a Master’s degree in Economics and Finance from Federico II University, Naples. He is also a CFA charterholder.

Patrick BorradoriRisk Manager

Patrick worked as Portfolio Manager (2009-2010) at Banca del Gottardo and at BSI (2011-2012) in the management team working on an absolute-return fund. In 2012, he joined Sinergia Wealth Management as Portfolio Manager. In 2013, he was recruited by LFA Lugano to cover centralised mandates for US Clients and risk monitoring, with responsibility for overseeing the trading-desk. In 2015, he moved to LFG’s Family Office, where he was given responsibility for the Group’s Risk Management, and rose to deputy director of the Family Office. In addition to Risk Management, Patrick analyses assets and liabilities positions producing consolidated financial reports on Asset Allocation, Risk Allocation, Performance Evolution, Attribution and Contribution.

Patrick graduated in Economics with a Master’s degree in Finance at Università della Svizzera Italiana, Lugano.

Juan Luis MalloPartner

Juan’s career began in 2004, when he was appointed Portfolio Manager and Fund Selector in the Asset Management Unit at Banca del Gottardo. From 2008 to 2013, he worked as Portfolio Manager and Client Advisor with Podium Wealth SA. Later, Juan moved to SWM SwissWealth Management, as Head of Asset Management, where he was also responsible for managing UCITS Investment Funds. He joined the BlueStar team in 2016.

Juan graduated in Economics with a Master’s degree in Finance at Università della Svizzera Italiana, Lugano.

I n v e s t m e n t M a n a g e r s

Via Lavizzari 4CH-6900 LuganoBlueStar Investment Managers SA T: +41 91 260 36 70

F: +41 91 260 36 71E: info@bluestar-im.chwww.bluestar-im.ch

Via Lavizzari 4CH-6900 LuganoBlueStar Investment Managers SA T: +41 91 260 36 70

F: +41 91 260 36 71E: info@bluestar-im.chwww.bluestar-im.ch