Fundamental solutions: valuation and quality

For fundamental solutions, we invest in companies that are valued favourably compared to the sector and impress with their quality characteristics. This is the core of our value-quality approach, where we select the 80 to 160 securities with the greatest potential from an investment universe of more than 4,000 equities.

How you benefit from our fundamental solutions

Stock selection with fundamental analysis

Structured analysis process for successful stock selection with ESG integration.

Performance that pays off

Our sound investment philosophy aims to achieve a higher return on investment than the market.

Bundled expertise

More than 30 experts analyse companies as well as technological and social developments.

Stock selection with fundamental analysis

Structured analysis process for successful stock selection with ESG integration.

Bundled expertise

More than 30 experts analyse companies as well as technological and social developments.

Performance that pays off

Our sound investment philosophy aims to achieve a higher return on investment than the market.

The investment philosophy for our fundamental solutions

We look for companies that operate successfully, pursue a solid business and sustainability strategy (ESG criteria) and are (still) favourably valued by the market. Thanks to our proven value-quality approach, we find many gems out of more than 4,000 equities in our investment universe and aim for an above-average return on investment.

Investment process: How we find the best equities for you

We take a bottom-up approach to stock selection. We first analyse the companies, then the sectors, markets or regions. With our profitability screening and structured fundamental research, we select equities that promise above-average returns over the next three to five years with below-average risk. The sustainability analysis is integrated and all portfolios comply with the Paris climate targets.

Three reasons to choose us

  1. 1 Value-quality approach: We select high-quality companies that are attractively valued.
  2. 2 Performance: We aim for regular excess returns compared to the market.
  3. 3 Sustainability: We integrate sustainable analyses into the investment process and proceed in harmony with the Paris climate goals.

All fundamental equity funds at a glance

Switzerland

Global

Europe

North America

Asia-Pacific

Emerging Markets

Our other equity fund solutions