JMS Invest AG is a boutique investment firm. We specialize in investments in listed companies, domiciled within Europe. Investment decisions are based on comprehensive, in-depth, fundamental, bottom-up research. The aim is to generate equity-like total returns and to protect wealth at the same time by maximizing risk adjusted returns with a Long/Short strategy.

JMS Invest is licensed by the Swiss Financial Market Supervisory Authority FINMA as an Asset Manager of collective investment schemes. The excellent 14 year track record of AlphaCore One fund was confirmed by several internationally recognized performance awards.

The company was founded in 2007 by Jean-Marc Mueller and Michael Schulz. Since they both enjoyed working together as sell-side analysts as well as investors for many years, they decided to make their successful strategy also available to other investors by founding JMS Invest.

JMS Team

Jean-Marc Mueller - Founding Partner, CEO & Portfolio Manager in

Michael Schulz - Founding Partner, CFO & Portfolio Manager in

Dr. Miro Zuzak, CFA - Partner, CIO & Portfolio Manager in

André Böttcher - Partner & Portfolio Manager in

Petra Fischlin - COO, Risk and Compliance in

The professional backgrounds of the team include fundamental research, portfolio management, risk management, artificial intelligence, financial accounting and legal. The team focuses on stock selection, portfolio and risk management. All non-core activities are outsourced to qualified external partners.

Board of Directors

Roland Anderegg (Chairman)

Edwin van der Geest

Michael Schulz

Philosophy

We believe that how we do things is as much of importance as what we do. In order to achieve our goals and the goals of our clients, we adhere to the following principles.

Passion

We love the craft of stock selection and the art of portfolio management.

Fundamental Research

We think long term, use our fundamental approach for research and invest accordingly.

Alignment of Interests

Our return is your return.

Focus

We focus on our core competencies of analysis and stock selection and outsource the rest.

Transparency

We report transparently, accurately and in a timely manner.

Four Eyes

We protect our investors by stringent application of the
four eyes principle throughout the firm.

Excellence

We strive for excellence in everything we do.

JMS Invest AG
Seefeldstrasse 299, 8008 Zürich, Switzerland
Telephone: +41 44 380 28 08,
E-Mail: research@jmsinvest.ch

JMS Invest AG is authorised by the Swiss Financial Market Supervisory Authority FINMA as Asset Manager of collective investment schemes.

Please visit Swissfunddata for further information about our investment funds. The funds are registered for distribution to retail investors in Switzerland and to professional investors in Germany, United Kingdom and Italy.

Please find our Sustainable Investment Policy here.

Please contact us in any case of questions or if you would like to be added to our distribution list for monthly updates. We treat your personal data in line with GDPR. Please find our GDPR notice here.