Heavy Industry at dawn
High-conviction portfolio management

Compound Capital at Superior Rates Over the Long Term

A high-conviction global equity strategy built around future cashflow generation.

Accessible through a Swiss-issued actively managed certificate (AMC) with daily liquidity.

Strong absolute returns with controlled drawdowns over the verifiable track record since June 2025.
Auditable track record since June 2025. Past performance is not indicative of future results. Professional investors only.
52.95%
Annualised Return (CAGR)
1.99
Sharpe Ratio
-9.62%
Max Monthly Drawdown
25.80
Jensen's Alpha
Benchmark reference: S&P 500 Index via SPY ETF. Metrics shown for the auditable period from June 2025.

Positioning Within a Portfolio

Core Stability Growth is designed as a high-conviction allocation within a broader portfolio, targeting superior long-term compounding.

Role

A focused global equity strategy designed to enhance overall portfolio returns.

Return Profile

Targeting superior risk-adjusted compounding through concentrated exposure to high-quality opportunities.

Portfolio Construction

Driven by the Core–Stability–Growth risk approach, structuring risk across and within different types of businesses.

A Different Way to Construct Portfolios

The Core–Stability–Growth framework combines asset-backed businesses, durable cashflow compounders and emerging growth companies within a single portfolio.

Core

Asset-backed value support

Businesses supported by tangible asset value and real-world supply dynamics, where downside is anchored in underlying value.

Stability

Moats and visible cashflows

Companies with durable competitive advantages and visible cashflows, delivering resilient compounding.

Growth

Future cashflow expansion

Businesses where long-term value is driven by expanding future cashflows and improving economics.

The portfolio is built across different types of businesses with distinct risk and cashflow characteristics.

Built for Compounding — Structured for Resilience

Risk is embedded directly in how the portfolio is constructed.

Downside logic

Different sources of downside

Some businesses are supported by tangible asset value, while others derive their value from the durability and growth of future cashflows.

Portfolio design

Structured risk diversification

The Core–Stability–Growth framework combines asset-backed value, durable cashflows and future growth within one integrated portfolio.

Outcome

Resilient long-term compounding

This structure supports long-term compounding while improving resilience across different market environments.

Access the Strategy

The strategy is available through the Core Stability Growth AMC, an actively managed certificate with daily liquidity.

Structure

Swiss-issued Actively Managed Certificate

Liquidity

Daily liquidity

Identifier

ISIN CH1494954758

Manager: Bruegger Invest Limited Approach: Cashflow-driven stock selection Portfolio: Live holdings available online