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.
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.
Asset-backed value support
Businesses supported by tangible asset value and real-world supply dynamics, where downside is anchored in underlying value.
Moats and visible cashflows
Companies with durable competitive advantages and visible cashflows, delivering resilient compounding.
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.
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.
Structured risk diversification
The Core–Stability–Growth framework combines asset-backed value, durable cashflows and future growth within one integrated portfolio.
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