US Stars Strategy
Risk Profile: Equity (100% Equity) Asset Allocation: , Equity Provider: J. Stern & Co.
Update
The US Stars Strategy portfolio is now also available via the Zwei Wealth platform. It has outperformed both benchmark and median since Inception. The performance since the beginning of the year is -9.2% (per 31/3/2026).
Portfolio Composition
A concentrated portfolio of 20 - 30 high-quality, large and mega-cap American companies, offering compelling growth at attractive valuations. The investment strategy focuses on uncovering undervalued quality growth businesses where the market underestimates the scale or persistence of earnings growth.
Company Description
Eine Investmentpartnerschaft mit Sitz in London, New York, Zürich und Malta, die eine kleine Anzahl eigener Anlagestrategien verwaltet. Auf der Grundlage der Anlagephilosophie, die die Familie Stern seit rund 80 Jahren verfolgt, investieren wir im Auftrag von Familien, Privatpersonen, Wohltätigkeitsorganisationen, Stiftungen und Institutionen.
USP
We manage a small number of differentiated investment strategies including global equities, multi-asset Income driven, & EM Debt. C.20% of our AUM is owned by the Stern family and partners. Our clients derive clear benefits from investing alongside the Stern family – from their investment philosophy, long-term track record, and experience. We pursue a research-intensive approach, seeking long-term real returns across economic & market cycles and making decisions without giving weight to index composition, country weightings or momentum. Our unconstrained style is founded on the skills of our in-house research team, our belief that certain industries & sub-asset classes should simply be avoided and by investing in quality businesses that we have selected with rigor. ESG is fully integrated into our investment approach with sustainability being a key criterion for quality. Our mantra across all asset classes is “invest for the long-term; do your own research; and invest only in quality".