In an interview with Fundview, our CIO Gregor Trachsel explains why he considers traditional distinctions such as growth versus value to be of little use, what role political uncertainty plays in contrarian strategies, and why it can be particularly worthwhile to look beyond the established US markets.

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Fundview is a news platform that provides flexible and independent coverage of the asset management and wealth management industry. A special focus is on fund boutiques and asset managers. The daily coverage focuses on exciting fund concepts, especially from fund boutiques. For investors, added value is provided by finding real investment gems beyond the flagships of large asset managers.