ROC's Investment Process

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ROC’S INVESTMENT PROCESS

INVESTMENT PHILOSOPHY

Trying to invest under the current economic conditions is not a trivial matter. We are fully aware and sensitive of the challenges and risks of investing. Our long-lasting proven investment philosophy provides relative and absolute superior investment results over a full economic cycle by identifying valuation inefficiencies applying behavioral finance. We adopt an investment approach with a clear Swiss bias, considering a high Swiss franc quota and direct investments in Swiss stocks. With the exception of very specific investment products, we use funds and structured products on a restrictive basis only. Wherever possible and reasonable we prefer to invest directly in equities and bonds. It is our motivation to rigorously implement our strategy and to avoid hidden costs and risks for our clients.

CLIENT INVESTMENT PROFILE - SUITABILITY OF INVESTMENTS

Understanding our client’s financial situation and expectations is essential for us to define an appropriate investment strategy for each individual client. In a personal discussion we define a suitable strategy together with you, taking into consideration numerous factors such as the type and amount of your assets, liquidity needs, investment goals and horizon, risk tolerance/ability and your reference currency.

STRATEGIC & TACTICAL ALLOCATION - PORTFOLIO CONSTRUCTION

We combine “top down” with a “bottom up” investment selection and profound analysis which are reflected in our investment themes. We take great care to benefit from diversification effects on all levels (regions, industries, company size, long-term themes as well as short-term opportunities). ROC uses a large information network and is in constant contact with industry experts, company analysts and investors around the globe.