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Quantex AG
Peter Frech · Asset Manager · Value
Quantex AG is an independent Swiss asset management firm founded in 2003 and based in Muri bei Bern and Zurich. The firm provides investment funds and asset management services tailored to private and institutional clients, specializing in value-oriented global equity and multi-asset strategies. Quantex is recognized for its disciplined application of quantitative screening and fundamental analysis to identify undervalued securities with a significant margin of safety. By maintaining a long-term investment horizon and an anti-cyclical approach, the institution aims to navigate market volatility and deliver consistent outperformance. The firm prides itself on a transparent, 'no-nonsense' culture where portfolio managers are personally invested in the funds they manage.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.8% |
| YTD return | +8.8% |
| Sharpe ratio | 4.34 |
| Win rate | 52% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.quantex.ch/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BTI | British American Tobacco p.l.c. | 8.3% | +6.4% |
| ABEV | Ambev SA ADR | 8.0% | +27.8% |
| BUD | Anheuser Busch Inbev NV ADR | 7.7% | +22.6% |
| BOLSY | B3 S.A. - Brasil Bolsa Balcão | 7.7% | -0.0% |
| FMX | Fomento Economico Mexicano | 6.7% | +21.1% |
| BP | BP PLC ADR | 6.1% | +26.0% |
| SHEL | Shell PLC ADR | 5.8% | +27.4% |
| PM | Philip Morris International Inc | 5.6% | +16.0% |
| ASAIY | Sendas Distribuidora S.A. | 4.5% | +0.0% |
| UL | Unilever PLC ADR | 4.4% | -4.4% |
| V | Visa Inc. Class A | 4.3% | +6.6% |
| EVVTY | Evolution Gaming Group AB ADR | 4.3% | 0.0% |
| CF | CF Industries Holdings Inc | 4.1% | +40.4% |
| WMMVY | Wal Mart de Mexico SAB de CV ADR | 4.1% | +0.0% |
| ULTA | Ulta Beauty Inc | 4.0% | -0.1% |
| BKNG | Booking Holdings Inc | 3.5% | -17.1% |
| ALGN | Align Technology Inc | 3.5% | +1.4% |
| AZO | AutoZone Inc | 3.3% | -25.4% |
| PYPL | PayPal Holdings Inc | 2.1% | +18.2% |
| GGGSY | Greggs plc | 1.9% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | GGGSY | 1.9% → 1.9% |
| Sep 14, 2026 | BUY | ALGN | 3.5% → 3.5% |
| Sep 14, 2026 | BUY | AZO | 3.3% → 3.3% |
| Sep 14, 2026 | BUY | ASAIY | 4.5% → 4.5% |
| Sep 14, 2026 | BUY | ABEV | 8.0% → 8.0% |
Investment Style Analysis
Quantex AG is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Beverages - Brewers and Tobacco sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Quantex AG made a significant move by increasing exposure to GGGSY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Quantex AG follows a classic value investing philosophy that prioritizes fundamental stability and price-to-value discrepancies over market trends. The institution utilizes proprietary quantitative analysis to screen a global universe of equities, focusing on financial metrics and business quality rather than speculative stories. This systematic approach is paired with rigorous qualitative research to ensure each investment possesses a high margin of safety. Quantex adopts a counter-cyclical and long-term perspective, seeking out undervalued companies with sustainable competitive advantages and high capital preservation potential. By avoiding psychological market traps and maintaining high-conviction portfolios, the firm aims to generate superior risk-adjusted returns across full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Quantex AG.
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Frequently asked questions
How is the simulated portfolio for Quantex AG constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Quantex AG's largest holding?
As of the latest filing, Quantex AG's top position is British American Tobacco p.l.c. (BTI), representing 8.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Quantex AG's historical performance and risk profile?
Our simulation indicates a total return of +10.8% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 4.34, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Quantex AG primarily invest in?
Quantex AG has a strong preference for the Beverages - Brewers sector, which makes up 22.4% of their disclosed assets. The portfolio also has exposure to Tobacco, indicating a specific thematic focus.
Is Quantex AG's portfolio concentrated or diversified?
Quantex AG runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Quantex AG performed in 2026?
Our AI-simulated model portfolio for Quantex AG tracks a Year-to-Date (YTD) return of +8.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter Frech manage Quantex AG directly?
Yes, Peter Frech serves as the key portfolio manager for Quantex AG, overseeing the investment strategy and final capital allocation decisions.