Driven by an entrepreneurial spirit, we are constantly seeking innovative investment opportunities.
In an ever-changing environment, our investment strategy is built on a clear and disciplined approach, combining analytical rigor, long-term vision and active engagement with companies. It is structured around three complementary pillars: fundamental research to identify the best opportunities, long-term investment to support sustainable growth and the "Buy & Care®" approach, which places responsibility and partnership at the heart of our mission.
Our portfolio management teams implement this strategy on a daily basis through funds built to reflect our convictions and to provide our clients with high-performing and responsible investment solutions.
Our approach is first and foremost based on rigorous fundamental analysis, which forms the foundation of our investment decisions. We conduct in-depth studies of companies, their business models, financial strength, management quality, as well as sector and macroeconomic outlooks. This approach enables us to identify sustainable opportunities, uncover the true drivers of growth, and mitigate the risks associated with short-term market fluctuations.
We favor a long-term vision, convinced that value creation is built over time. Our strategy is to support companies over several years, leveraging the strength of their fundamentals and their growth potential. This patience and discipline enable us to navigate market cycles with confidence, maximize performance, and anchor our investments in a sustainable, long-term perspective.
Beyond simply purchasing assets, our strategy is built on a “Buy & Care®” approach, which applies to all asset classes: equities, bonds, and fund selection. We invest not only in companies, but also in their future, acting as engaged and responsible shareholders. In practice, this means maintaining an active dialogue with management teams, encouraging best practices in governance, innovation, and sustainability, and ensuring that every company we invest in grows in a balanced way, for the benefit of investors, employees, and society as a whole.
EQUITY FUND INVESTING IN GLOBAL SECULAR TRENDS
The Secular Trends fund invests in leading companies selected for their exposure to major secular themes such as digital disruption, demographic shifts, and climate transition. Its diversified portfolio consists of high-conviction investments in companies that meet stringent fundamental criteria...
GLOBAL EQUITY FUND INVESTING IN HIGH GROWTH COMPANIES
The Rising Stars fund invests in early-stage growth companies that benefit from the paradigm shift driven by digital disruption, demographic changes, and the climate transition. Its diversified portfolio consists of high-conviction investments in companies at the start of their growth trajectory, all meeting stringent fundamental criteria...
RESPONSIBLE AND SUSTAINABLE PHYSICAL GOLD FUND
The Swiss Positive Gold fund offers direct exposure to responsible and sustainable physical gold while reflecting the performance of the gold price. It applies the Buy & Care® investment strategy by investing in ethically labelled bars such as “Swiss Better Gold” or “Provenance Gold”...
EQUITY FUND INVESTING IN ENERGY TRANSITION TECHNOLOGIES
The ENETIA Energy Transition Fund seeks to deliver sustainable long-term value and outperformance by investing globally in a carefully selected portfolio of listed companies. These companies provide technologies and services that drive the decarbonisation of the economy through energy transition, electrification, and enhanced energy efficiency...
GLOBAL EQUITY FUND INVESTING IN THE INFRASTRUCTURES FOR THE ENERGY TRANSITION
The ENETIA Energy Infrastructure fund invests in listed infrastructure companies enabling the electrification of our economy. The fund diversifies across the power value chain including generation, transmission and distribution, energy storage as well as power supply...
GLOBAL EQUITY FUND INVESTING IN THE INFRASTRUCTURES FOR THE ENERGY TRANSITION
The ENETIA Energy Infrastructure fund (UCITS, Art. 9 SFDR) invests in listed infrastructure companies enabling the electrification of our economy. The fund diversifies across the power value chain including generation, transmission and distribution, energy storage as well as power supply...
EQUITY FUND INVESTING IN HIGH-QUALITY EUROPEAN LEADERS
The CADMOS European Equities fund invests in leading European companies, characterized by solid balance sheets, sustainable growth prospects, and strong competitive advantages. Its diversified portfolio consists of high-conviction investments in these companies...
EQUITY FUND INVESTING IN HIGH-QUALITY SWISS LEADERS
The CADMOS Swiss Equities fund invests in leading Swiss companies, characterized by solid balance sheets and strong cash-flow generation. Its diversified portfolio consists of high-conviction investments in these companies...
BALANCED ASSET ALLOCATION FUND
The CADMOS Balanced CHF fund invests in a balanced and high-quality portfolio of assets. It seeks to generate positive absolute returns in Swiss francs, both from income and capital gains, with a level of risk lower than that of equity markets...
BOND FUND FOCUSED ON BRAZILIAN USD-DENOMINATED DEBT
The JAGUAR fund invests in USD-denominated bonds issued by Brazilian entities, with the objective of generating attractive income while limiting downside risk...
FUND FOCUSED ON HIGH-QUALITY SWISS COMPANIES OFFERING CONSISTENT AND LONG-LASTING DIVIDEND GROWTH
The HELEVIA Swiss Dividend Fund invests in leading Swiss companies selected for the strength of their business models and their ability to deliver consistent and long-lasting dividend growth...
Ensuring a structured and sustainable supply chain, while generating tangible benefits for communities, a central challenge for the gold market.
Electricity demand is a constant. Like Archimedes' Pi, consumption has hardly changed since 2000. In the US, it is around 4,000 TWh, in the EU it is 3,000 TWh and in Switzerland it is around 60 TWh.
Demographic change is reshaping global healthcare demand in ways that are both predictable and profound. The ageing of societies, combined with rising chronic disease prevalence and growing healthcare spending in emerging markets, creates a powerful structural growth story that transcends short-term economic cycles.