Company profile, investment opportunity and asset management integration:
| Metric | Rating |
| Operational risks: | Slightly above average |
| Expected growth: | Well above average |
| Long term value creation: | Positive |
| Positive competitive advantage: | Positive |
| Management excellence: | Positive |
| Financial strength: | Average |
| Investment orientation: | Group-Best-in-Class: Swiss Small & Mid Cap, Cars and related |
Prize configuration: Expect break-out