Our goal is accumulating long-term wealth and to outperform the various stock market indices consistently. At BrunnerInvest, we are totally convinced that only above-average returns will satisfy our client's long-term needs. However, to ensure long-term asset accumulation, we must avoid substantial losses. Assets can only be accumulated through accumulating income regularly over the longer term without incurring any significant losses.

Avoiding significant losses is our first and most important rule for accumulating assets. In the longer term, this allows us to outperform stock market indices and traditional equity funds. We therefore combine long-only and long-short equity funds depending on the current situation in financial markets. This offers protection in volatile or declining markets and full participation in rising markets.

The second important rule to grow your assets is diversification. We apply our four-step diversification strategy: namely, 1) by geographical region, 2) by currency mix 3) a multi manager approach and 4) sector allocation. Our investment strategy is based on this four-step diversification and helps to avoid losses in conjunction with our fund mix. Furthermore, our stringent and exhaustive fund selection process helps us to find the best-in-class managers and to minimize operational risk. Please do not hesitate to check on the efficacy of our security strategy yourself.