INSTITUTIONAL INVESTORS
For two decades, we have been your partner in quality investments
We are a Swiss asset manager that works with you in a comprehensive and bank-independent manner. We represent Quality for 20 years!
Thanks to our unique quality approach, we can offer the added value in the area of asset management. As a personal and considerate partner, we listen, focus on your needs and provide support with important financial topics. The implementation starts with the portfolio structuring and continues with the legal structuring of the portfolio (fund, mandate, etc.) taking into account your needs at the custodian bank.
SERVICES
Quality at attractive valuation
We offer every customer the optimal solution in the area of attractively valued quality investments. Whether a pure equity mandate, a mixed mandate, a bond mandate, or the need for research services. Our years of experience in serving institutional clients from Switzerland and Germany make us the ideal partner for you. With our Quality at Attractive Valuation Approach, we invest in the best quality companies with an attractive valuation for you. We reward our clients’ long-standing trust with consistency and unique support.
EQUITY MANDATES
We are a pioneer in the field of quality equity investments and have been offering customised global, regional, and thematic quality equity portfolios for institutional investors since our foundation in 2003. These fully reflect our investment philosophy - systematic and fundamental quality. Since 2014, we have also been offering our clients our focused Global Quality Top Equity portfolios, which include the world's best quality stocks. Our many years of experience make us the ideal partner for institutional investors.
BALANCED-MANDATES
We also offer our expertise in quality equities and quality bonds to our institutional investors in a balanced mandate that is ideally suited to our clients' needs. We work closely with our clients to understand their investment objectives and risk tolerance, and then create a portfolio that meets those requirements. In doing so, we always follow our investment philosophy in a disciplined manner to ensure that the portfolio is managed in line with the agreed investment objectives. With our balanced mandate offering, we provide our clients with an effective way to diversify their portfolio while limiting risk.
BOND-MANDATES
In order to meet the different investment regulations and needs of our clients, we are offering our Quality Corporate Bond portfolio since 2008. In doing so, we apply the same rigorous fundamental analysis method to the valuation of issuers as we do to our equity investments. Because we have a universe of quality bonds, we can build a customised portfolio to suit individual needs in terms of volumes, preferred currencies and other allocation requirements.
RESEARCH
Our comprehensive research forms the foundation for our quality investment philosophy. We also offer our Quality Research to external parties. Our comprehensive range of research services is adaptable and can be tailored to our clients' individual needs, enabling our clients to make informed, independent, and data-driven decisions. With our research services, we support our clients in placing their investment strategies on a solid and systematic basis.