Wealth management since 1998
Investment strategies for institutional investors
Multi-Asset, Balanced
Prio Partners Core Strategy
Prio Partners Core Strategy pursues an active investment approach and combines proven investment strategies from Prio Partners into a robust and conservatively managed core portfolio. The aim of the strategy is to generate a sustainable positive return over time with the lowest possible volatility. The basis for the investment allocation is our independent understanding of the capital markets. The strategy is deliberately not orientated towards any benchmark. A robust portfolio for every market cycle.
Prof. Dr. Thorsten Hens
Professor of Financial Economics at the University of Zurich,
Member of the Prio Partners Advisory Board
Member of the Prio Partners Advisory Board
A systematic, disciplined investment process based on scientific findings is a basic prerequisite for success on the capital markets.
Investment process
Linear – consistent – disciplined
Qualität
Our analysts are at the origin of an investment idea. They systematically evaluate business models both quantitatively and qualitatively. Stock selection is based on the fundamental philosophy of the Golden Triangle.
Investment Committee
Our Investment Committee assesses economic and geopolitical developments and makes recommendations for long-term strategic investment allocation.
Qualität
Our portfolio managers are first and foremost risk managers. They are responsible for implementing the strategic investment allocation and portfolio construction.
Prio Partners stock selection
Selection process
00
Diversified portfolio
High-quality companies at attractive valuations
01
Quality
- 1 Attractive and stable return on capital
- 2 Long-term competitive advantages
02
Growth
- 3 Structural growth trends
- 4 Sustainable development of earnings
03
Intrinsic value
- 5 Attractive valuation
Portfoliomanagement
Your partner
Research & Portfoliomanagement
Christoph Hamburger