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Track Record and References

Our investment performance is persuasive in the long-term. Anti-cyclical investing, a focus on quality and cost-sensitive implementation through direct investments are central to long-term successful investment results. We would be pleased to provide you with detailed information on the track record of the desired type of mandate in the context of a proposal.
We would also be happy to provide you with references from long-standing clients with corresponding mandates, which can confirm that we perform asset management in a disciplined manner in accordance with our established principles, on the one hand, and that we can provide evidence of our long-term investment performance, on the other. We do not engage in "back testing" and do not use synthetic replicas to convincingly document performance.
Corinne Wicki
«Our anti-cyclical, transparent, cost-effective and scientifically based investment policy leads to above-average investment performance in the long-term.»
Corinne Wicki, Senior Portfolio Manager