New Brand Identity
Risk Profile: Equity (100% Equity) Asset Allocation: Equity Provider: Lakefield Partners AG
Update
Lakefield Partners has been serving its clients since 2012 and was recently recognized once again for its outstanding achievements in asset management. The company is now taking the next step in its development and unveiling a new brand identity that underscores professionalism, clarity, and a long-term understanding of value. Lakefield Partners is represented on the Zwei Wealth platform with three standing offers; we are featuring its successful U.S. portfolio.
Portfolio Description
The strategy invests in long-only positions in stocks (direct holdings) selected from the MSCI USA index. Since the beginning of the year, the portfolio has gained 28.7%, significantly outperforming the benchmark. This was also the case in 2024 and 2025. The portfolio also demonstrates very high consistency, as it has outperformed the median every year since 2017.
Company Profile
Lakefield Partners, founded in 2012 and directly supervised by FINMA since 2014, is a leading asset management firm in Zurich, Switzerland. Our team of over 20 experienced professionals is dedicated to serving a diverse client base, ranging from private individuals to institutional investors.
USP
“Quantitative and dynamic, well-founded decisions”
Based on a quantitative investment philosophy introduced in 2002, the investment process ensures a balanced relationship between risk and return and adapts to market changes to capitalize on opportunities and maximize long-term growth. At its core, the process is based on a data-driven, dynamic, and disciplined methodology designed to effectively navigate complex markets: Objective analysis rather than subjective narratives—strategies are based on rigorous econometric analyses that focus on evidence-based insights.- Dynamic: Adaptability rather than static beliefs. Strategies are managed dynamically to adapt to market changes and ensure performance and resilience under shifting conditions.- Disciplined: Rationality rather than emotional bias. Systematic processes deliver consistent, rational decisions free from emotional bias. - The strategies are designed for resilience and growth and adapt dynamically to market changes to capitalize on opportunities while protecting capital.