Our Services

We focus on only a few business fields that we understand:

Active Portfolio Management: Our active portfolio management comprises tailor-made mandates in the following segments:

• Swiss Equities
• Swiss Equities; Small & Mid Caps
• European Equities; Small & Mid Caps
• Globally Balanced Portfolios; since the inception of the Swiss Pension Fund System (LPP / 2nd pillar) in 1985 we have been offering balanced mandates to institutional and private investors.
  

Fund Management: Alongside the portfolio management of mandates for institutional investors we also perform fund management for our Swiss-domiciled equity funds. Our active and focused investment style makes provision for temporarily high holdings of cash.

All our investment decisions are made independently, based on our own fundamental analysis. Typically, a portfolio is comprised by a limited number of positions.