As a privately owned Group, we have the time and necessary independence to apply disciplined and effective investment decision-making and control processes in managing our client’s wealth to generate superior, positive, risk adjusted long term returns.
We specialize in equity and credit valuation and apply bottom-up analysis when selecting investment exposures. We consider bonds as loans to the respective companies and see stocks as means to partially own businesses.
Our dedicated team of professional analysts, traders and financial engineers, evaluate, design, manage and trade vanilla as well as complex investments.
We believe to dispose of an informational edge in selected illiquid situations, distressed assets, structured debt and equity valuation and of a behavioural edge in a set of liquid credit transactions which allows us to provide tailored investment strategies in a portfolio context.
With the experience of multiple market cycles we constantly monitor opportunities across asset classes, test and adjust our assumptions to the changing environment and implement our know-how to enable our clients generating superior risk adjusted investment results.
To us market prices are just references revealing whether an investment is being offered or bought above or below its intrinsic value. Our ability and aim is to understand the correct intrinsic values. Often, good opportunities are found in areas that are out of favour with the majority of investors.
Our long-term business cycle analysis targets a top down and bottom-up investment approach, allowing us to grab opportunities when irrational market moves provide them.
We represent and distribute funds of selected top tier global asset managers to institutional investors. Our offering includes mutual funds, hedge funds, private equity – buyout, private debt, real estate, and infrastructure. Based on our funds and investment vehicles due diligence, we select partners that offer the best relative risk/reward profiles and investment strategies that are in line with our own investment principles. We work closely with our clients to understand their specific needs and portfolio allocation targets across various strategies and asset classes. We strive to have a deep understanding of the underlying assets within the different funds/strategies and their competitive edge on a risk adjusted return basis. We assist our investors throughout the entire investment cycle, starting with the due diligence process, flow of information regarding the investment, and coordinate external legal and tax advice.
Related to our Swiss operating platform as a licensed securities dealer under the regulations of the Swiss Financial Market Supervisory Authority (FINMA) we offer selected services to institutional partners, including Custody and Sub-Custody for Private and Non-Private Accounts, Trading Accounts, Investment Product Representation Services, Paying Agent Services, Mid- and Back-Office Handling, Legal & Compliance Services, Risk Management and Special Financing.