Our offer for professional investors

Funds

We offer our clients investment funds and asset management mandates. We think across asset-class boundaries and invest in equities, bonds, convertible bonds and alternative investments.

► About our funds

 

Our investment philosophy

Our primary objective is to generate attractive long-term returns for our clients. We pursue an absolute return strategy.

 

► About our investment philosophy

Contact person for business partners

Flossbach von Storch is an experienced partner for everyone who is looking for a robust investment strategy. Get in contact with our team.


► Our contact partner

 

Factsheets - Newsletter

When it comes to your fund investments, our factsheets will always keep you up-to-date. Our factsheets contain the most important information – short and concise.

► To register


Principles of our investment strategy

We have developed five principles used in our investment decisions. Together they make up the Flossbach von Storch Pentagram - our investment strategy.

 

World View

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FvS Pentagramm Diversification Quality Flexbility Solvency Value

The five investment principles

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Investment decision

Diversification

The rational allocaton of assets to various asset classes has long-term potential for capital appreciation and offers the best protection against regal, sustained losses.

Quality

We focus on the substance of an investment, the long-term returns generated by that asset and above all the predictability of those returns.

Flexbility

Only a sufficiently high proportion of transferable and liquid assets in a portfolio gives investors room for manoeuvre in the event of unexpected developments.

Solvency

Excessive debt is the most frequent cause of bankruptcy for companies and entire states. It also entails the loss of assets.

Value

The price is what you pay, value is what you get. Equities from top-quality companies justify a higher valuation than equities from average companies.

Information regarding use and limited distribution


The information on this website is intended exclusively for professional investors resident or domiciled in Switzerland. It is not intended for publication, use, or distribution to or by any person in a country other than Switzerland. In particular, this information is not intended for distribution within the United States of America (USA), to or on behalf of US citizens, or to or on behalf of US persons residing in the USA.

The information about investment funds on the following pages may also relate to foreign investment funds that may be distributed in Switzerland or from Switzerland to professional investors only. The Swiss financial market supervisory authority FINMA does not permit distribution to non-qualified investors.

Professional investors as qualified investors within the meaning of Article 10 of the Swiss Federal Collective Investment Schemes Act of 23 June 2006 (“CISA”) are essentially the following:

1. regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes as well as central banks;

2. regulated insurance institutions;

3. public entities and pension schemes with professional treasury departments;

4. companies with professional treasury departments;

5. investors who have concluded a written discretionary management agreement with a regulated financial intermediary pursuant to section 1 whom they have not notified in writing that they do not wish to be considered as a qualified investor (no “opting out”);

6. Investors who have concluded a written discretionary management agreement with an independent asset manager whom they have not notified in writing that they do not wish to be considered as a qualified investor (no “opting out”) and provided (i) the independent asset manager in its capacity as financial intermediary is governed by Swiss Federal Law against money laundering and the financing of terrorism of 10 October 1997, (ii) the independent asset manager is governed by the code of conduct issued by a specific industry body, such code of conduct being recognised as the minimum standard by FINMA, and (iii) the discretionary management agreement complies with the standards of a specific industry body, such standards being recognised as the minimum standard by FINMA; or

7. high-net-worth individuals who have confirmed in writing to a financial intermediary pursuant to section 1, or to an independent asset manager that meets the requirements described in section 6, that they wish to be considered as a qualified investor (“opting-in”) and that they (a) have the knowledge required to understand the risks of the investments based on their individual education and professional experience or based on comparable experience in the financial sector and hold assets of at least CHF 500,000, or (b) hold assets of at least CHF 5 million.

If you are an independent asset manager who fulfils the requirements of Article 6 above, you hereby certify that you will use the information on this website that refers to investment funds not approved by FINMA exclusively for those of your clients that are considered as qualified investors.

The content provided is for informational purposes only and does not constitute an offer or recommendation.