Protea-BAM Swiss Family Enterprises-Z

Protea Fund - BAM Swiss Family Entprs is a medium to high-risk investment fund focused on growing capital by primarily investing in Swiss and Liechtenstein listed companies that are significantly owned by families. The fund dedicates at least 70% of its assets to equities and equity-related securities, selecting a diverse range of businesses without restricting to specific sectors. By targeting family-owned enterprises, the fund aims to achieve long-term growth over a 3-5 year period through active management of its portfolio.