To deliver outstanding results for our clients and partners, we optimize all aspects of our processes to find the most effective way of conducting our business. We structure and manage tailormade multi- or single asset class mandates that consider all the needs and objectives of each of our clients.
We deploy sophisticated systematic strategies or derivatives to mitigate tail-risk and protect your capital. Avoiding losses, participating on the upside while compounding, positive asymmetric returns is the essence of successful investing.
Our successful multi-decade track record in fundamental research and valuation-based investing, combined with our highly differentiated investment process is the foundation for generating asymmetric Alpha throughout the cycle. A strategic investment and a base allocation in a client’s cash equity exposure.
It all begins with a conversation. We put our client's objectives first through our unique, individual, transparent, and tailored approach. Our client-oriented mandates aim to optimise all aspects of individual clients or family offices objectives to generate sustainable, risk-adjusted returns in accordance with predefined risk tolerances, while incorporating liquidity requirements and long-term investment goals.
With our efforts fully aligned to our client's interests, we thrive on operational excellence and cost-efficiency while mitigating any conflict of interest, typically arising from a traditional bank offering.
We take sustainable investments to the next level by incorporating new operational enhancements on your behalf.
Together, we actively take responsibility and build a bridge between investments and sustainability. By linking a share class to sustainable, regional climate projects, we enable our investors to take an innovative approach to decarbonising their investment portfolio. By involving Swiss school classes in regional tree cell projects, we promote the transfer of knowledge to the next generation and strengthen climate awareness.
Our partners profit from "The Best of Two Worlds": a privately-owned investment boutique and an entrepreneurial spirit. Combining the unique backgrounds of the team members, our expertise spans from quantitative to fundamental investment styles across asset classes. Our team members enjoy an average of 20+ years of experience within the asset management and global derivative & currency industry.
We make a difference as an approachable and solution-oriented team with a flat hierarchy and clear responsibilities. Focusing on methodic and reliable planning and execution by incorporating the values of being flexible and open-minded, acting decisively and with high conviction, with a strong focus on risk management and bespoke client services.
For you, we embed and use technology on each side of its spectrum. From the complete automatization of our operational, risk management and investment compliance processes to the evolution of the next generation investment products based on artificial intelligence.