Active Ownership

Active Ownership

 

Entrylevel

With our long-term investment horizon and concentrated portfolio we focus on listed Swiss companies that we have analyzed and understood in detail. We strive for an entry-level at between 50-70% of intrinsic value.

Closing the gap to intrinsic value

By means of our active and long-term-oriented engagement, we help the company to the gap to its intrinsic value. Our activities include: Focusing on successful business models, advising management, improving capital markets communication, and optimizing corporate governance.

Active value enhancement

Through our active engagement, we also want to address operational issues and assist the company in strategic realignments. We strongly believe that listed companies have a duty to at least earn their own cost of capital.