FIXED INCOME PORTFOLIO MANAGEMENT
AVOID RISKS – REALIZE RETURNS
We seek out opportunities created by inefficient capital structures, event-driven distress and asset-level difficulties that can be acquired at a significant discount in Switzerland, continental Europe and rest of the World. Fixed income securities or bonds play a vital role in our concentrated portfolio management strategy, providing an important source of capital stability, income, liquidity and diversification.
Corporate debt and securities has been a core investment strategy since we were founded in 2007. We invest in countries within Europe and rest of the World at all levels of the capital structure – from debt (first lien bank debt, second lien loans and high yield bonds) to undervalued listed equities.
We seek to be a constructive force in the change management process, working with management and business owners when and where appropriate to help maximize the potential for long-term business success and sustainable profit margins, meeting our bondholders expectations.
Portfolio Management
65% Investment Grade
44% Europe, 24% MENA, 12% NA, Rest LATAM, Asia
Primary and secondary trading, prop-book
2022 Figures
DCM Turnover: USD 1’4 billion
Primary Underwriting USD 430 million
Secondary Underwriting: USD 155 million
Swiss Merchant Group AG
is a private investment firm based in Kastanienbaum, Switzerland. SMG holds private direct investments along mega-trends and manages a portfolio of Fixed Income instruments. SMG lead- and co-invests, arranges capital syndicates, underwrites and originates across all forms of capital (private equity, private debt, public debt- and equity- markets).
TIN: CHE-113.428.313
LEI: 213800NG8E5QSYB49J42
ContaCt
Investment summaries and offers at
Telephone
+41 41 511 37 00