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Focused investment manager

About Bruegger Invest

Bruegger Invest is a London-based, FCA-regulated investment manager focused on high-conviction global equity investing built around future cashflows and structured risk diversification through the Core Stability Growth strategy.

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Who We Are

Bruegger Invest is a London-based investment firm regulated by the Financial Conduct Authority. Our focus is the Core Stability Growth strategy.

We are a focused investment manager with a distinct approach to portfolio construction, rather than a broad asset-allocation platform.

What We Do

We invest in businesses where future cashflows are improving. The strategy focuses on identifying companies with strengthening economics and increasing long-term cashflow potential.

Risk is managed through the Core–Stability–Growth framework, structuring exposure across different types of businesses with distinct cashflow and downside characteristics.

  • Core: businesses supported by tangible asset value and real-world supply dynamics.
  • Stability: companies with durable competitive advantages and visible cashflows.
  • Growth: businesses where long-term value is driven by expanding future cashflows.

How We Think

We believe that long-term returns are driven by how future cashflows evolve. Portfolio construction therefore focuses on identifying improving economics and structuring risk across different types of businesses.

Core Stability Growth structures risk across asset-backed businesses, durable cashflow compounders and emerging growth companies.

The approach is dynamic, adapting to changes in economic conditions and forward cashflow expectations.

Structure and Access

The strategy is available through the Core Stability Growth AMC, with daily liquidity and ISIN CH1494954758. Managed account solutions are also available for U.S. investors.

Manager: Bruegger Invest Limited Liquidity: Daily Track Record: Verifiable since June 2025

Leadership

Bruegger Invest is led by Urs Bruegger, who oversees the investment philosophy and portfolio construction behind Core Stability Growth.

For the strategic rationale behind the framework, see the Investment Philosophy page.