SWISS ASSET MANAGEMENT
A Commitment to Quality
Refined over a decade: Our ‘Good Story & Good Chart’ methodology combines fundamentals and technicals, setting the stage for long-term compounding.
We are
Founded by Florian, Patrick, and Thierry friends for
fifteen years and co-workers for five. Each with their
distinct personalities. We share a common objective:
Delivering superior risk-adjusted returns.
In the Media
arvy Equity Fund
We Invest In Quality For Long-Term Compounding
Quality
We don’t just buy shares; rather, we invest in what we perceive to be the most exceptional business models worldwide.
Active
Using our proprietary screening model that we have developed over the past 10 years we aim to find companies with a “Good Story & Good Chart”.
Concentrated
We hold a concentrated, active portfolio, as we firmly believe that superior market performance can be achieved through a focused investment portfolio.
Our Weekly
Every week we write 5 minutes about a company & 4’000+ readers read along.
Pillar 3A
Where Many Go Passive,
We Advocate Active
Save Taxes
You Save Taxes with arvy Pillar 3a: Every franc you contribute to your Arvy Pillar 3a pension solution reduces your taxable income. This means you’re not only saving for your future but also benefiting from immediate tax savings. It’s a double advantage with each contribution you make.
Active Strategies
We allocate our capital carefully, guided by core principles that have consistently demonstrated their value to us throughout the years: «Good Story & Good Chart». In simple terms, we aim to buy great businesses. Do not overpay. Hold them for a long time by keeping the trend work in our favor.
All-Digital
You can manage your investments effortlessly, anytime and anywhere. Our intuitive online interface simplifies the investment process, making it accessible, efficient, and secure. Whether you’re reviewing your portfolio, adjusting your investment strategy, or just checking in on your progress, it’s all possible with a few clicks.
