GAM Luxury Brands is an actively managed equity strategy from GAM Investments, the Swiss asset management group headquartered in Zurich, dedicated to investing in the global luxury sector. The strategy, offered through the GAM Multistock - Luxury Brands Equity fund, seeks long-term capital appreciation by investing in a concentrated portfolio of roughly 25 to 35 luxury companies worldwide.

The investment approach is bottom-up and driven by fundamental analysis of the luxury value chain, focusing on well-capitalized companies with compounding revenue growth and high, stable margins. The portfolio provides exposure to established Western luxury houses with strong pricing power, positioned to benefit from rising luxury demand among middle-class and affluent consumers in Asia and other growth markets.

The strategy is led by Investment Director Flavio Cereda, who has more than 30 years of experience covering the luxury sector, including deep knowledge of brands, supply chains, distributors, and retailers across global markets. As of early 2024, the strategy managed over 420 million euros in assets.

Fund documentation, factsheets, and share class information are available on the GAM Investments website. The fund is distributed to eligible investors in multiple European markets and is regularly tracked by fund research platforms including Morningstar, Citywire, and Trustnet.

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GAM Luxury Brands is one of the few dedicated actively managed luxury equity funds, holding a concentrated portfolio of 25 to 35 global luxury companies selected through fundamental analysis of the sector's value chain. Led by luxury specialist Flavio Cereda, the GAM Multistock - Luxury Brands Equity fund offers investors targeted exposure to listed luxury houses with strong brands and pricing power.