The Equity and Value AMCs invest for long-term change, not short-term returns, by investing in equities that appear to be trading for less than their intrinsic or book value; benefiting from the overaction of markets movements that do not correspond to a company’s long-term fundamentals with indicators and screeners largely derived from Berkshire Hathaway’s and Ben Graham philosophies applied to cheap mid-size highly profitable stocks with growth potential and strong balance sheet. The investment horizon is extremely long term i.e. decades so it can know some high volatility.

The investment objective of the AMC is to achieve long-term capital growth by investing in companies considered undervalued focusing on a broad range of market sectors, combining traditional and private equity market and special situations opportunities. It seeks to enhance value through key strategic and tactical initiatives, including rightsizing capital structures, streamlining operations, improving core businesses, and creating new platforms for growth while investing for the extreme long term.

The strategy is easily accessible through a liquid product (Actively Managed Certificate) with Swiss counter-parties and ISIN code.