• We are an independent asset and wealth management company in Switzerland.
• Regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Investment Philosophy

Value investing strategy:

• We embrace the value investing principles of Benjamin Graham, Warren Buffett, and Charles Munger, and Peter Lynch.
• We focus on publicly traded businesses globally.  
• We aim to achieve superior long-term returns by identifying undervalued securities.
• We conduct independent research.

Business owner mindset

• We consider ourselves owners of a piece of a real business.
• We are not traders in securities and don’t engage in speculation.

Long-term value generation for society

• We are focused on the value added of businesses.

Our Core Values

Total Alignment: “Our success is directly tied to the success of our client partners.” 

• My family’s wealth is committed to the same strategy and investments.
• Performance-driven fee structure.

Independent of Conflicts of Interest

• We are independent of external banks.
• We negotiate the lowest possible prices with any custodian bank in your favour.

Transparent & True Performance Partnership

• No retrocessions (kickbacks): We never accept hidden third-party incentives, distribution fees, or commissions. Our only source of compensation is what you pay us directly.
• Performance fee: 25% net, only after clearing three major, investor-friendly hurdles:
  • Hurdle Rate: We must deliver a gross return of 5% to 6% (roughly 4% to 5% net after management fee) before we earn a single cent of performance fee.
  • Cumulative Hurdle: If we underperform the hurdle rate in any given year, we must make up that gap in future years before any performance fees can be charged.
  • Strict High-Water Mark: If the portfolio value drops, we receive no performance fees in subsequent years until your portfolio fully recovers to its previous peak value.
• Low fixed overhead
  • 1% management salary to cover running costs.
  • Lower fee percentage for higher assets under management.

Honesty, confidentiality and accountability

Integrity

• Responsibility toward my partners, society, and the environment.

Ethics

• We don’t invest in the defence sector – there are many more pleasant investment opportunities and we sleep a lot better at night knowing that our investments don’t cause harm to society