The investment strategy takes into account the preferences and requirements of individual client portfolios: From the preferred asset classes and regional focuses to the respective strategic implementation, using individual investment products depending on the investment volume.
My investment strategy takes your individual requirements into account in order to find the optimum solution for your portfolio.
My investment strategy combines proven value and momentum approaches with strict quality criteria. This is how a portfolio is built to achieve sustainable growth and returns.
I focus on developed and liquid markets worldwide – especially in Switzerland, Europe and the USA.
Based on carefully selected value ratios, the top 10 percent companies worldwide with the strongest undervaluation are filtered out.
Companies must meet the strictest quality criteria in terms of profitability, efficiency and corporate financing in order to be shortlisted.
Momentum is about finding those of the remaining companies whose shares have the highest price increase.
Estoppey Value Investments in Basel relies on a well-founded and continuously optimized investment strategy that focuses on long-term stability and sustainable growth.
Olivier Estoppey,
Estoppey Value Investments AG
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