INVESTING APPROACH
Our Investing Approach
We seek to invest capital with a long-term time horizon by partnering with small and medium-sized companies with durable competitive advantages and stable cashflows. We focus on building and acquiring consumer brands that are well-positioned in niche markets with reasonable, sustainable long-term growth rates. We believe niche markets with above-average (but not extremely high) growth rates provide a great opportunity to generate above-average, long-term risk-adjusted returns.
Our Investment Types
Investment Type
Targeted Long-Term Returns
Risk Profile – Investment Size
Equity – Parent Company
10-16% *1
Medium – 3,000,000-6,000,000.- CHF
Equity – Individual Deal
14-20% *1
High – 500,000-2,000,000.- CHF
Senior Debt – Individual Deal
8-12% *2
Medium – 500,000-3,000,000.- CHF
*1: All investments carry risk. Our deals are exclusively reserved for institutions and accredited investors. Although we seek to invest in stable companies, you should not make equity investments unless you are prepared to sustain a total loss of the money you have invested plus any transaction charges. Equity investments are illiquid and funds will be held for a specified number of years.
*2: All investments carry risk. Our deals are reserved exclusively for institutions and accredited investors. Although outside investors’ debt is senior and secured by the assets of the subsidiary, loss of capital is possible. Each debt deal will specify the capital at risk. Debt investments are illiquid and funds will be held for a specified number of years.
Issuance programme
Issuer
EMTN
US shelf
Multi-currency commercial paper programme1
USCP – 4(2) programme2
Long term
A+
A1
A1
Short term
A-1
P-1
P-1
Unlimited
Outlook
Stable
Stable
Stable
Unlimited
