Introduction

Dr. Marc-André Schauwecker, President, SwissMBAs

Presentation of ODDO BHF

Arthur Jurus, Chief Investment Officer, ODDO BHF

• AI, electrification, defence and reindustrialisation raise capital needs as long-term rates increase costs.
• Capital discipline and free cash flow matter as AI shifts toward physical bottlenecks.
• Opportunities broaden beyond US mega-caps to financials, industrials and real assets.

Presentation of AVERDAS AG

Prof. Dr.  Leo Brecht, Co-Founder & Board Member, AVERDAS AG 

• Picks Europe's most productive companies with a quant model.
• Productivity alpha: +6.9% a year.
• Backtest: 12.8% a year vs. 7.9% for the benchmark; ahead since the July 2026 launch.

Status SAMBA Portfolio Flex / Asset Allocation / Discussion

Mr. Markus Kaeser, SIS Group AG / all

• Feedback from the last Investment Core Group meeting
• What did we change during the last weeks in the SAMBA Flex Portfolio?
• Discussion & your proposals to improve the SAMBA Portfolio Flex allocation