Swiss Helvetia FundSWZ
About: Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, Semiconductors, Information Technology, and retail.
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
0% more funds holding
Funds holding: 37 [Q3] → 37 (+0) [Q4]
0.16% less ownership
Funds ownership: 44.72% [Q3] → 44.56% (-0.16%) [Q4]
16% less capital invested
Capital invested by funds: $51.9M [Q3] → $43.5M (-$8.4M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SWZ.
Financial journalist opinion









