Our investment principles
Five principles determine how we select funds and run portfolios.
Independence
No bank, no fund company, no conflicts of interest.
We are not tied to a bank, a fund company or a single product. We look at the entire market and choose, together with you, the custodian bank that suits your situation.
We invest in the assets we recommend ourselves.
Best-in-class approach
Only funds that rank among the best in their category.
We start from external databases such as Morningstar and recommendations from our network. Every fund is reviewed in three steps:
Qualitative: competitive advantage, experience, investment process, risk management.
Quantitative: comparison with other funds, track record, rolling correlation, style analysis, portfolio fit.
Organisational: organisation, infrastructure, references, background checks.
Absolute return approach
Absolute return targets instead of a benchmark.
We do not follow a benchmark but pursue absolute return targets. The aim: limit losses in weak market phases and participate in good ones.
To that end, we make extensive use of funds with an absolute return focus.
Diversification
20 to 30 funds instead of a single bet.
We spread investments across asset classes, strategies and fund managers. The largest part is invested in proven strategies. A smaller part can be used to target specific trends.
Risk management
Preserving capital has the highest priority.
We monitor volatility, maximum losses (drawdowns) and Sharpe ratios and keep turnover low. Where possible, we use currency-hedged share classes.
There is no guarantee of investment success. Every investment can lose value.
Let’s talk about your assets
In a personal initial meeting we clarify your goals and see whether Swiss Three is the right fit. Non-binding and confidential.