Core Stability Growth: Compounding That Wins

At Bruegger Invest, we preserve and grow wealth through disciplined compounding that aims to outperform markets—even when they falter.

We draw on global macro views to select geographies and sectors, then target stocks with strong forward EPS growth and margin expansion. We always ask: where, when, and what to invest in.

This powers our three pillars—Core (defensive tangible assets), Stability (resilient compounders), and Growth (emerging leaders)—united in our flagship Core Stability Growth.

Launched in 2020, the strategy has navigated inflation, rate volatility, and leadership shifts with solid risk-adjusted returns.

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, low fair fees. Auditable track record from June 2025 (gross); self-audit via daily statements in our public GitHub repo.

We see a broadening bull market in 2026: robust US earnings growth and leadership expanding beyond mega-tech. This environment suits our rigid criteria—durable moats, predictable cash-flow expansion, high ROIC, and structural tailwinds—better than ever.

Core delivers inflation-proof ballast (hard-asset exposure). Stability and Growth add reliable compounding and asymmetric upside. Together: superior returns across any regime.

Preserve. Protect. Generate Pure Alpha. We welcome inquiries from qualifying investors and advisors seeking a disciplined, transparent partner.

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

Sincerely,
Urs Bruegger
CEO, Bruegger Invest Limited