Investo Value Equity AMCs

Impact Investing

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.


Do good

Our investments are made into companies, organizations, and funds with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return

Social and Environmental focus

We seek an alignment of our investor’s beliefs and values with the allocation of capital to address social and environmental issues.


The integration of business models in charity foundations focused on a symbiotic relationship between social responsibility and the local, national, and international markets.

Impact investing/sustainable projects

A large portion of portfolio is typically dedicated to impact investing, such as special medical care, restoration of historical business, development of infrastructure projects in developing countries, etc.