Compound Capital at Superior Rates Over the Long Term
A high-conviction global equity strategy focused on businesses where future cashflows and margins are expanding.
The strategy is implemented through the Core Stability Growth AMC, a Swiss-issued actively managed certificate with daily liquidity and a proprietary portfolio construction model built around downside-aware risk diversification.
Why This Strategy Exists
Traditional portfolios are designed to preserve and diversify capital. Core Stability Growth is designed to add a differentiated return engine on top of that foundation.
Traditional wealth portfolios
Private wealth portfolios are typically built to deliver stability, diversification and steady long-term returns within a conservative risk framework.
Where we add value
Core Stability Growth is designed to complement that base by targeting superior risk-adjusted compounding through a focused, high-conviction global equity strategy.
How we do it
We allocate to businesses where future cashflow and margin trajectories are improving as structural transformation reshapes the real economy.
A Different Way to Construct Portfolios
The Core–Stability–Growth framework spans asset-backed businesses, high-visibility cashflow compounders and long-duration growth — balancing fundamentally different sources of value within a single portfolio.
Asset-backed value support
Businesses supported by tangible asset value, real-world bottlenecks or physical infrastructure — where cashflows are anchored in the real economy and downside is supported by underlying value.
Moats and visible cashflows
Companies with durable competitive advantages and high visibility of current and near-term cashflows, offering resilient compounding through strong operating quality.
Future cashflow expansion
Businesses where long-term value is driven by expanding future cashflows, improving economics and structural transformation that extends the duration of growth.
Rather than diversifying by sector labels or traditional value-versus-growth buckets, the portfolio is built across different forms of economic value and different types of downside behaviour.
Built for Compounding — Structured for Resilience
Risk is not managed as an overlay. It is embedded in how the portfolio is constructed.
Not all downside is the same
Some businesses are supported by tangible asset value, while others derive more of their valuation from the durability and growth of future cashflows.
Diversification by risk type
The Core–Stability–Growth framework deliberately combines asset-backed value, moat-driven cashflow durability and future cashflow growth inside one integrated portfolio.
Resilient long-term compounding
This structure is designed to preserve upside exposure to structural transformation while improving the portfolio’s resilience across different market and valuation regimes.
Access the Strategy
The strategy is available through the Core Stability Growth AMC, a Swiss-issued actively managed certificate with daily liquidity.
Structure
Swiss-issued Actively Managed Certificate
Liquidity
Daily liquidity
Identifier
ISIN CH1494954758