A dynamic investment approach with highly attractive performance prospects… that is the main objective of our Investment Strategy 4.
For our clients seeking dynamic investments, we offer an investment solution in which up to 100% of assets can be invested in stocks. This strategy is aimed at investors whose primary goal is to maximize their portfolio’s total return. This type of investment is suitable for individuals with a long-term investment horizon who wish to accumulate income and capital gains. Stocks are subject to greater volatility than bonds, but over the long term, they are the asset class that offers the best returns. Patience and time are two powerful tools for investors with a portfolio consisting mainly of stocks. It is important to remember that the length of time spent in the market always trumps the timing of the investment. Furthermore, over time, investors can take full advantage of the power of compound interest. This effect allows investors to earn interest on interest, leading to exponential capital growth. Clients who opt for a portfolio with a majority of stocks can therefore expect results that are generally superior to those of our other investment strategies.
The Genève-Invest Concept
Value Investing + Focus on Megatrends in Promising Quality Stocks
Value Investing Approach (according to Munger) + Megatrends: Companies undergoing long-term, overlapping processes of change that relate to social and technological transformation
Growing markets such as technology, healthcare, digitalization, and online consumption
Companies must operate in growing markets and maintain a technological edge over their competitors.
The Search for Sustainable Competitive Advantages and a Moat
Focus on companies that generate high margins and a high return on total capital
Countercyclical Action
Genève Invest’s equity investment strategy is based on Munger’s value investing approach. The focus is on high-quality global companies that have competitive advantages over their rivals. This “moat” enables companies to achieve high margins and, consequently, a high return on total capital. These competitive advantages may include long-term patents or licenses, high stock exchange fees, or a strong brand. We are particularly interested in companies that operate in growing markets and have a technological edge over their competitors. We find these companies primarily in the technology, healthcare, digitalization, and online consumer sectors. In addition to this sector diversification, we invest in various geographic regions (Germany, Switzerland, the U.S., China) and currencies (the euro, the U.S. dollar, and the Swiss franc).