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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.
Reto Kalkhofer
«We have proven that we achieve above-average long-term performance.»
Reto Kalkhofer, Head Risk and Compliance
Fees and Services