Portfolio composition
The implementation is carried out via own funds:
- Cash: 1 %
- Equities Switzerland Small & Mid Caps: 99
Company description
We are a highly specialized, independent Swiss asset manager and pursue a systematic, sustainable and risk-based investment approach. OLZ has been a partner-managed company since it was founded in 2001. Currently 28 employees manage investment assets of around CHF 1.8 billion.
USPs
- Scientifically based, long-term and risk-oriented investment approach that sets OLZ apart from the standard in the financial industry
- Focus on diversification and sustainable investment success instead of short-term gains
- Data-based OLZ minimum risk approach reduces portfolio fluctuations and losses in value without diminishing long-term return prospects
- Efficient use of the individual risk budget with the simultaneous possibility of a higher equity allocation compared to conventional implementations
- Combination of return factors (risk, momentum, quality) to achieve personal investment goals
- Optimized and cost-efficient implementation via proprietary funds or directly through individual securities