Core Stability Growth: Compounding That Wins

At Bruegger Invest, we have always believed that preserving and growing wealth is not just a financial endeavor—it is a solemn responsibility to protect what matters most: the capital entrusted to us, the futures of those who depend on it, and the enduring principles of disciplined, patient compounding that have built prosperity across generations.

We draw on clear-eyed global macro views to choose geographies and sectors wisely, then seek companies with strong forward EPS growth, margin expansion, durable cash flows, and moats rooted in reality. We ask the questions that matter: Where is value truly going to be created? When is the moment right? And what must we own to thrive across regimes?

This conviction powers our three pillars—Core (mass & energy / analogue world equities), Stability (resilient compounders), and Growth (emerging leaders)—united in our flagship Core Stability Growth strategy.

Launched in 2020, this approach has already proven itself through inflation surges, rate volatility, leadership rotations, and profound market shifts—delivering solid risk-adjusted returns when others faltered.

It is now accessible as an Actively Managed Certificate (ISIN: CH1494954758)—buy it like a stock on most major banking or broker platforms. Daily liquidity, transparent NAV, fair fees. Auditable track record from June 2025; self-audit via daily statements in our GitHub repository.

We see 2026 as a broadening opportunity: robust US earnings growth, leadership expanding beyond mega-tech into the real economy. This moment suits our criteria perfectly—durable moats grounded in physical reality, predictable cash-flow expansion, high ROIC, and structural tailwinds—better than perhaps any time in recent years.

Core is our foundation and our anchor: it provides essential inflation-proof ballast through focused exposure to mass & energy fundamentals—the extraction, transformation, transport, and conversion of physical matter and energy in the indispensable analogue economy. These are not optional layers of the world; they are its bedrock. In an age of rapid digital disruption and speculative froth, Core stands as tangible defense—resilient, physics-constrained, and eternally relevant. Stability and Growth build upon it, adding reliable compounding and meaningful asymmetric upside. Together, they deliver superior returns across any regime—because we refuse to be caretakers of managed decline in portfolios or in prosperity itself.

We stay alert to changes in markets and the world. When the facts change, we change our minds and adjust our approach—no ego involved. That's the key to our long-term success: it has allowed us to protect capital through the hardest periods and to keep compounding effectively as the landscape evolves. We care deeply about your future and ours, and if we sometimes speak directly, it is because the stakes are high and the alliance between investor and manager must be built on truth, reciprocity, and shared resolve.

Preserve. Protect. Generate Pure Alpha. We welcome inquiries from qualifying investors and advisors who seek a disciplined, transparent partner committed to facing reality together and building enduring wealth in a changing world.

Explore the data, review performance, and contact us for a confidential discussion.

Sincerely,
Urs Bruegger
CEO, Bruegger Invest Limited