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Dynamic

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A dynamic investment approach with highly attactive prospects for performance…

…this is the chief objective of our investment strategy 4.

For our clients who are looking for dynamic investments, we offer an investment solution that allows up to 100% of assets to be invested in equities. This strategy is aimed at investors who are primarily seeking to maximise the overall return of their portfolio. This type of investment is suitable for people with a long-term investment horizon who wish to accumulate revenues and capital gains. Equities are more volatile than bonds but over the long term they are the asset class that offers the best return. With an investment horizon of 5 years, the negative effects of short-term volatility are significantly reduced. Patience and time are two formidable weapons for the investor who holds a portfolio consisting mainly of shares. It is important to keep in mind that time in the market always beats the timing of the investment. In addition, over time, the investor can take full advantage of the compound interest effect. This effect allows interest to be earned on interest and leads to an exponential growth of capital. Clients who opt for a portfolio with a majority of shares are therefore looking for results that are generally superior to our other investment strategies

The Genève-Invest-Concept

Value investing + megatrend focus in promising quality shares
Value investing approach (according to Munger) + megatrends: companies with long-term and overlapping transformation processes, which concern social and technological changes
Growing markets, such as technology, health, digitalization and online consumption
Firms need to be active in growing markets and have a technological advantage over their competitors
Proven (audited) strong performance results
Focus on companies that achieve high margins and a high return on total capital
Focus su società con margini elevati e un alto rendimento del capitale impiegato
Anti-cyclical actions
Genève-Invest´s equity investment strategy is based on the value investing approach, according to Munger. The focus is on high-quality global companies that have competitive advantages over their rivals. This moat (protective wall) allows companies to achieve high margins and thus a high return on total capital. The competitive advantages can be long-term patents or licenses, high exchange fees, or a strong brand. Interesting are companies that are active in growing markets and have a technological advantage over their competitors. We find these companies primarily in the fields of technology, health, digitalization and online consumption. In addition to this sector diversification, we invest in different geographical areas (Germany, Switzerland, USA, China) and currencies (Euro, Dollar, Swiss Franc).

Request a sample equity portfolio

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Request a sample equity portfolio

SEND A REQUEST
Negli ultimi anni, i tassi di interesse sono diminuiti costantemente in risposta alle politiche delle banche centrali. È difficile sia per gli investitori che per alcuni gestori patrimoniali generare rendimento nel segmento del reddito fisso. Non è raro, infatti, imbattersi in obbligazioni con rendimento negativo. Ad esempio, i titoli di stato tedeschi a 10 anni hanno un rendimento negativo pari al -0,287% nel 2021, il che significa che il valore dell’investimento diminuirà di anno in anno, sia in termini nominali che reali, al netto dell’inflazione.

Performance storica certificata della strategia d'investimento Dinamica

To ensure the highest level of transparency, we have analyzed the actual returns of our client portfolios and had the results and methodology audited by the auditing firm BDO Switzerland (there will be another performance auditing, including the 2021 figures, in 2022 as well). Please note that the performances of all accounts are consistently calculated net of management and custody fees and the performance results are based on all of our four investment strategies.

Annualized performance for all client accounts of Genève Invest S.à.r.l. during the period of 2009 until 2020 (in Euro)*: 12-year investment performance from 1st January 2009 to 31st December 2020

* The indicated performance figures refer to the past and are not a reliable indicator of future performance results. The above-mentioned performance results are net results (after deduction of all fees but before tax) and refer to all client accounts of Genève Invest S.à.r.l., the parent company of Genève Invest (Europe) S.A. Genève Invest (Europe) S.A. is an independent company. However, it operates with the same expertise and methodology in the same investment universe. Please CLICK HERE for a detailed look at our Investment Performance Results (audited by BDO). Important notice: All investment strategies involve the risk of asset reduction or loss of assets.

Request more information regarding the Dynamic investment strategy

SEND A REQUEST >

Request more information regarding the Dynamic investment strategy

SEND A REQUEST >

A dynamic investment approach with highly attactive prospects for performance…

…this is the chief objective of our investment strategy 4.

For our clients who are looking for dynamic investments, we offer an investment solution that allows up to 100% of assets to be invested in equities. This strategy is aimed at investors who are primarily seeking to maximise the overall return of their portfolio. This type of investment is suitable for people with a long-term investment horizon who wish to accumulate revenues and capital gains. Equities are more volatile than bonds but over the long term they are the asset class that offers the best return. With an investment horizon of 5 years, the negative effects of short-term volatility are significantly reduced. Patience and time are two formidable weapons for the investor who holds a portfolio consisting mainly of shares. It is important to keep in mind that time in the market always beats the timing of the investment. In addition, over time, the investor can take full advantage of the compound interest effect. This effect allows interest to be earned on interest and leads to an exponential growth of capital. Clients who opt for a portfolio with a majority of shares are therefore looking for results that are generally superior to our other investment strategies

The Genève-Invest-Concept

Value investing + megatrend focus in promising quality shares
Value investing approach (according to Munger) + megatrends: companies with long-term and overlapping transformation processes, which concern social and technological changes
Growing markets, such as technology, health, digitalization and online consumption
Firms need to be active in growing markets and have a technological advantage over their competitors
Proven (audited) strong performance results
Focus on companies that achieve high margins and a high return on total capital
Focus su società con margini elevati e un alto rendimento del capitale impiegato
Anti-cyclical actions
Genève-Invest´s equity investment strategy is based on the value investing approach, according to Munger. The focus is on high-quality global companies that have competitive advantages over their rivals. This moat (protective wall) allows companies to achieve high margins and thus a high return on total capital. The competitive advantages can be long-term patents or licenses, high exchange fees, or a strong brand. Interesting are companies that are active in growing markets and have a technological advantage over their competitors. We find these companies primarily in the fields of technology, health, digitalization and online consumption. In addition to this sector diversification, we invest in different geographical areas (Germany, Switzerland, USA, China) and currencies (Euro, Dollar, Swiss Franc).

Request a sample equity portfolio

SEND A REQUEST >

Request a sample equity portfolio

SEND A REQUEST
Negli ultimi anni, i tassi di interesse sono diminuiti costantemente in risposta alle politiche delle banche centrali. È difficile sia per gli investitori che per alcuni gestori patrimoniali generare rendimento nel segmento del reddito fisso. Non è raro, infatti, imbattersi in obbligazioni con rendimento negativo. Ad esempio, i titoli di stato tedeschi a 10 anni hanno un rendimento negativo pari al -0,287% nel 2021, il che significa che il valore dell’investimento diminuirà di anno in anno, sia in termini nominali che reali, al netto dell’inflazione.

Performance storica certificata della strategia d'investimento Dinamica

To ensure the highest level of transparency, we have analyzed the actual returns of our client portfolios and had the results and methodology audited by the auditing firm BDO Switzerland (there will be another performance auditing, including the 2021 figures, in 2022 as well). Please note that the performances of all accounts are consistently calculated net of management and custody fees and the performance results are based on all of our four investment strategies.

Annualized performance for all client accounts of Genève Invest S.à.r.l. during the period of 2009 until 2020 (in Euro)*: 12-year investment performance from 1st January 2009 to 31st December 2020

* The indicated performance figures refer to the past and are not a reliable indicator of future performance results. The above-mentioned performance results are net results (after deduction of all fees but before tax) and refer to all client accounts of Genève Invest S.à.r.l., the parent company of Genève Invest (Europe) S.A. Genève Invest (Europe) S.A. is an independent company. However, it operates with the same expertise and methodology in the same investment universe. Please CLICK HERE for a detailed look at our Investment Performance Results (audited by BDO). Important notice: All investment strategies involve the risk of asset reduction or loss of assets.

Request more information regarding the Dynamic investment strategy

SEND A REQUEST >

Request more information regarding the Dynamic investment strategy

SEND A REQUEST >

Request more information

on the Dynamic investment strategy

CONTACT US >

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