High quality: Swiss quality equities

Swiss equities are our core area of expertise. We maintain constructive dialogues with companies, understand their business models and know their markets. With our thematic funds, you invest in quality companies with solid financial performance indicators and an impressive track record that operate sustainably.

How you benefit from our thematic investments

Quality pays off

With a focus on quality companies, excess returns are possible even in difficult markets.

Active, fundamental

Proven and structured analysis process for stock selection with ESG integration.

Award

In 2021, we were awarded the Swiss Fund Award for the best Swiss equity strategy.

Quality pays off

With a focus on quality companies, excess returns are possible even in difficult markets.

Award

In 2021, we were awarded the Swiss Fund Award for the best Swiss equity strategy.

Active, fundamental

Proven and structured analysis process for stock selection with ESG integration.

Why you should invest in Swiss quality

Switzerland has enormous potential underestimated by many. It has been voted the world’s most innovative country by the United Nations World Intellectual Property Organisation (WIPO) in the Global Innovation Index for the eleventh time in a row. Swiss companies are at the forefront, especially in sectors and industries that will become even more important in the future. Swiss companies attach great importance to sustainability and meet high social and ecological standards. Their aim is to create stable value in the long term, impress with their structured growth, generate sustainable profits and pay regular dividends.

Our investment philosophy

We look for companies with a solid business and sustainability strategy, which operate successfully and are still relatively undervalued. The high-quality companies range from world-leading corporations to traditional family businesses and innovative niche providers. We are confident these companies will post above-average growth in profits.

Investment process: how we find suitable stocks

We take a bottom-up approach to stock selection and analyse companies before looking at sectors, markets and regions. In doing so, we take into account the return on invested capital, fundamental data and ecological and social aspects. We invest in companies with an impressive business model, low debt levels, solid financial figures, a good management track record and a relatively high return on investments that promise above-average returns with below-average risk.

Does this investment fund fit in with your investment philosophy?

This thematic fund is suitable for investors who

  • have a long-term investment horizon;
  • want to share in the performance of select Swiss quality companies;
  • are interested in high-growth opportunities; and
  • are prepared to accept large price fluctuations.

Three good reasons to choose us

  1. 1 High quality: we create sustainable added value for you with Swiss quality companies with an attractive risk-return profile.
  2. 2 100-percent Swiss made: we manage your assets exclusively in Switzerland.
  3. 3 Investment strategy: we intelligently network fundamental, quantitative and technical analysis.

Our other thematic investments