Urs Beck
Urs Beck is a fund manager at Arfina Capital, known for his insights into the semiconductor industry. He has highlighted the structural growth drivers in the market, particularly the impact of artificial intelligence and the need for independent chip production in the U.S., Europe, and China. Beck has been actively analyzing Swiss semiconductor suppliers, advocating for VAT Group as a top investment choice due to its strong position and growth potential in leading-edge chip manufacturing.
Not in the pool (under ¢1).
Recent news mentions
Urs Beck views Cevian as a constructive investor supporting management in executing strategic plans.
Cevian nimmt die SIG Group ins Visier
Switzerland· 2025-12-24
Urs Beck expressed satisfaction with the explanation for the construction delays at Bachem.
Bachem und Dottikon ES: Die Erntezeit steht anSwitzerland· 2025-10-19
Urs Beck co-manages the Arfina Selection Swiss Small & Mid Cap ESG Fund alongside Franco Cortesi.
«Wir haben SGS zu unserer grössten Position ausgebaut»Switzerland· 2025-04-03
Urs Beck highlights VAT's involvement in the leading-edge segment of semiconductor manufacturing.
die Chancen und Risiken der Schweizer HalbleiterwerteSwitzerland· 2025-03-28
