Lakefield US Equity
Risk Profile: Equity (100% Equity) Asset Allocation: Equity, Global Provider: Lakefield Partners AG
Update
The return for 2025 is 25,60%
Portfolio Composition
The strategy invests in long-only positions of equities (direct holdings) selected from the SPI Extra Index.The strategy is also available for amounts below CHF 1 Mio. in the form of Swiss Fund in CHF or as a Luxembourg UCITS Fund in CHF, EUR and USD.
Company Description
Lakefield Partners, established in 2012 and supervised directly by FINMA since 2014, operates as a leading asset management firm in Zurich, Switzerland. Our team of over 20 seasoned professionals is dedicated to serving a diverse clientele, ranging from private individuals to institutional investors
USP
«Quantitative and Dynamic, Sound Decisions»Founded on a quantitative investment philosophy established in 2002, the investment process balances risk and reward, adapting to market changes to seize opportunities and maximize long-term growth. At its core, the process is built on a Data-Driven, Dynamic, and Disciplined methodology designed to navigate complex markets effectively.- Data-Driven: Objective Analysis Over Subjective NarrativesStrategies are grounded in rigorous econometric analysis that focuses on evidence-based insights.- Dynamic: Adaptability Over Static ConvictionsStrategies are dynamically managed to adapt to market changes, ensuring performance and resilience in evolving conditions.- Disciplined: Rationality Over Emotional BiasSystematic processes deliver consistent, rational decisions, free from emotional bias.The strategies are built for resilience and growth, dynamically adapting to market changes to capture opportunities while safeguarding capital.