Investment expertise

A successful process

Research on Value Stocks

We possess a research service which assesses companies which can qualify as "Value Stocks". These types of companies have solid financial statements, have been established since a long time, their market capitalization is over 5 billions and are their respective industry leaders.

Our team is composed of over 40 years experience within the financial markets with a strong focus on the USA, Europe and Switzerland. We are well aware of our boundaries but also know how to behave in the markets. Our expertise allowed us to prevent financial loss from the 2008 crisis.

Long proven expertise
Diversification

It is widely known in the financial industry that investing in precious metals and the mining industry serves the purpose of hedging a portfolio in case of a downturn market. We are experts in this niche market. We will get you the right exposure to avoid extreme financial loss.

Automated stock screening

We own an in-house algorithm which assesses a stock potential uptrend and its key metrics. If a stock is negatively evaluated, we don't invest in this one. This process removes all emotional bias such as an attachement to a specific company or a wrongful judgement.

Selection of trustworthy funds

In order to gain access to specific markets or products, it is inevitable to invest through funds. We only invest in funds whose managers are reliable acquaintances know for decades and where the funds are highy liquid.

 

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