Find out more about
our investment process
Our investment philosophy
From analysis to
investment
Independence
and transparency
- As an independent asset manager, we represent the interests of our clients without exception.
- The shares of Valvest Partners AG are owned exclusively by our employees.
- Our portfolio is transparent because we invest exclusively in direct investments.
Our investment philosophy
From analysis to
investment
In-depth
analysis
- As a long-term investor, company analysis is of central importance to us.
- Before every investment, we analyze annual reports, industry studies and all financial figures from recent years.
- We endeavor to understand the key influencing factors as well as opportunities and risks and clarify any questions with the management.
- Only when we are completely convinced of a company's future prospects do we invest.
Our investment philosophy
From analysis to
investment
Robust
investment portfolio
- The quality of the companies is paramount.
- Stable earnings and low debt enable companies to weather even weak economic situations well.
- Growth companies, companies with low valuations and those with high earnings stability - our portfolio is balanced and invested in companies with different key influencing factors.
- We do not hide behind benchmark indices, but independently review our allocation in relation to the main influencing factors.
Our investment philosophy
From analysis to
investment
Cross-generational
partnership
- We maintain personal customer relationships across generations.
- The trust placed in us is our greatest asset. We are aware of this responsibility and strive for long-term customer satisfaction.
- Thanks to our structure, our customers' interests are on an equal footing with our own. This enables us to take a long-term view together and successfully weather turbulent market phases in the short term.