Our mission is the long-term preservation and accumulation of client wealth

Our aim

Economic independence and neutrality ensure client-oriented decisions. Loyalty and discretion are cornerstones essential to the relationship we have with the investors who trust us with their assets..

Investing over the long-term

Our investment philosophy focuses on capital preservation. In selecting securities, we concentrate not only on how solid and profitable a company is, but also on the price to buy. We don’t think like speculators, we think like owners.

We can look back on years of experience, do not restrict ourselves to certain types of investment, and have had particular success in niches. What is more, we have the patience needed to profit even from irrational market phases.

When we invest, we do so neither in haste nor at gouging prices; we avoid losses that can be recovered only with time. This ensures that, by and large, the performance of our portfolios is and remains stable.


It is of the utmost importance to us that our employees have the best qualifications possible – because experience requires an intellect capable of conceptual organization. Or as Immanuel Kant puts it: “thoughts without content are empty, intuitions without concepts are blind.”

Investing responsibly

The Principles for Responsible Investment (PRI) is a financial initiative launched by the UN and created with an aim toward developing principles for responsible securities management. They reflect the increasing significance that environmental, social, and governance (ESG) criteria have for investment decisions.

In 2012 we signed the PRI and are convinced that companies who manage strategically ESG factors will not only have clear competitive global-market advantages in the future, but will also see enhanced performance over the long-term.