Equity CHF

Portfolio Composition:

Exclusively cost-efficient and transparent direct investments of high quality; no fund products. Global stock selection (approximately one-third in Switzerland; no emerging markets). Number of stocks depends on portfolio size (30 to 60 securities). Restrictions may apply.

Company Description:

• An investment boutique with over 35 years of experience

• One of Switzerland’s largest truly bank-independent providers

• Independence is our most valuable asset

• We operate free of conflicts of interest, as we do not offer products, funds, or similar offerings

• Direct contact with decision-makers, continuity in client service

USP

With its “Welt AG” portfolio, Dr. Pirmin Hotz Asset Management captures the value creation of global entrepreneurship. The selection of global industry leaders in established markets with proven business models, combined with a selection of solid Swiss small-cap stocks, provides stability, while equally weighted positions avoid concentration risk. Countercyclical buying during market setbacks is utilized for portfolio construction and ongoing management. Rebalancing is used to take profits and move toward the target equity allocation during bull markets. This highly disciplined approach, combined with high-quality stock selection, provides the perfect foundation for long-term, solid wealth accumulation.