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WEEKLY THOUGHTS

01

Asset Management for Private Clients

tailored. long-term. innovative.

tailored.
long-term.
innovative.

Our financial products and services are well suited for wealthy individuals who wish to preserve and grow their assets. Relying on our in-house managed investment strategies we allocate assets according to our clients’ returns expectations and risk appetites.

Investment Strategies

1

GROWTH STRATEGYhigh risk capital growth

The FAM growth strategy focuses on capital growth in line with equity benchmarks. While approximately 80% of all assets are being allocated to stocks and other equity securities, the remainder of the portfolio contains bonds and other debt securities. This strategy has a bias to US markets and is suitable for investors with high tolerance to volatility. Just like FAM’s general Investment Philosophy, this strategy has a long-term horizon. We offer our strategy un-hedged or hedged in the following currencies: EUR, CHF, GBP and CAD.

2

BALANCED STRATEGYcapital diversification

The FAM balanced strategy invests in a diversified, globally balanced portfolio between equities and bonds with a bias towards equities domiciled in the US. This strategy benefits from our long equity positioning, as well as selection Alpha, and it is measured against a synthetic balanced benchmark. Our target return is equal to cash plus 5% over the medium term in USD. We offer our strategy un-hedged or hedged in the following currencies: EUR, CHF, GBP and CAD.

3

CONSERVATIVE STRATEGYlow risk capital growth

The FAM conservative strategy’s objective is steady capital growth in
line with equity benchmarks. With this strategy approximately 80% of all assets are allocated to bonds and other debt securities and the remainder of the portfolio contains stocks and other equity securities. This strategy is suitable for investors with low tolerance to volatility and is offered in USD. 

Investment Philosophy

LONG-TERM RESULTS

We protect our clients’ wealth aiming at long-term investments (several months to years) with higher-than-average performance and lower than average risk. A clear and simple methodology and a strong, transparent and personal partnership with our investors help us achieve our goals.
Our clients participate in positive public market developments while limiting their downward impact. With a selective part of our clients’ assets, we aim to achieve outsized returns, both by financial and non-financial (environmental and social) standards.

DIVERSIFIED RISK

We invest in a diversified low conviction portfolio with a focus on risk/ reward and within geographies and sectors we understand. Continuously looking for the highest peaks, we aren’t using any complex products such as derivatives or structured products and offer full fee transparency. Our strategy’s risk weights are determined as a result of FAM’s Tactical Asset Allocation Committee, with an initial neutral risk exposure set by the Strategic Asset Allocation.

CUSTOMIZED PORTFOLIO

Together with an advisor and the Portfolio Management Team the strategy is defined, implemented and monitored. Both our core mandates and bespoke mandates are offered un-hedged or hedged in the following currencies: EUR, CHF, GBP and CAD. They range from income-only to pure equities and illiquid investments according to our clients’ preferences.

INNOVATIVE APPROACH

Pursuing a proactive management style, we dynamically adapt to and take advantage of new market trends and themes. With an out of the box mindset in Portfolio Management, we constantly aim at being a state-of-the-art investment boutique, while helping our clients to grow their investment expertise with us.