who we are.

We view sustainability as an integral component of sound investment decision-making. It informs how we assess long-term risks, returns and sources of value creation across asset classes, sectors and business models.

Our cross-asset capabilities are built on in-house research and a broad network of specialists focused on the investment implications of the environmental and social transitions. This helps us identify structural change early and integrate it into portfolios with discipline and consistency.

In public markets, we pursue risk-aware returns through dedicated equities, fixed income and commodities strategies. In private markets, we focus on long-term value, attractive risk-adjusted returns and measurable impact across private equity, private credit and real assets.

We approach systematic investing as a disciplined investment process that converts research, data and technology into repeatable outcomes. It is designed to remove noise, strengthen consistency and improve implementation.

Our capabilities combine proprietary research, advanced portfolio construction and robust risk controls. The emphasis is on diversification, efficiency and transparency, supported by a clear and repeatable decision-making framework.

Across multi-asset, fixed income, equities and commodities, we apply systematic insights to risk-based asset allocation, income generation, credit and liquidity premia, synthetic replication and access to structural themes. The result is a broader and more precise set of portfolio solutions.

We believe some of the most compelling private market opportunities arise where complexity, selectivity and access create barriers to entry. These are often areas that remain under-researched and less efficiently priced.

Our private equity and private credit capabilities draw on a long-established sourcing network, deep underwriting expertise and direct access to specialist managers, assets and transactions. This allows us to focus on opportunities where rigorous asset-level analysis and active engagement can create a differentiated investment edge.

We believe local knowledge can be a source of investment edge in public markets. Particularly in less efficiently covered markets, where proximity, experience and context can materially improve investment judgement.

Our specialist teams bring longstanding expertise across Switzerland, Asia, emerging markets and global credit and equities. They combine fundamental research, local market insight and active security selection to identify businesses, issuers and opportunities that may be overlooked by broader or benchmark-driven approaches.

Convexity unlocks access to asymmetric return profiles when markets become volatile, inefficient or disconnected from fundamentals. This can be particularly valuable when traditional portfolio diversification becomes less reliable.

Our convexity-focused strategies are designed to preserve capital more effectively in stressed environments while maintaining participation in upside potential. They draw on expertise in global convertible bonds, relative-value credit and alternative strategies to identify dislocations across asset classes and capital structures.

By combining downside discipline, active risk management and selective exposure to market dislocations, we aim to provide differentiated sources of return that can complement traditional portfolios. The objective is greater resilience across changing market regimes, without sacrificing long-term return potential.