We have developed in-house models that are based on fundamental economic and company data.
Investing in Switzerland
Our clearly focused and transparent investment philosophy includes individual investments in listed Swiss companies and aims to achieve sustainable dividend income and tax-exempt capital gains.
Quantitative asset allocation model and qualitative market assessment: combining both analysis models gives an overall signal that our investment specialists use to make their decisions.
‘Sustainability does not mean generating profits that then go into environmental and social projects, but rather generating profits in an environmentally and socially responsible way.’
(Iris Pufé, ‘Nachhaltigkeit’ 2014, p.16)
