Our Founding Vision

A Message from the CEO

When I founded Bruegger Invest Limited, I envisioned a firm that would not only bridge the expansive financial landscapes of Continental Europe and the United States but would also redefine investment strategies for our clientele. London was chosen as our strategic epicenter, serving as the perfect conduit for this vision, offering access to both American innovation and European tradition.

Our Investment Philosophy

At Bruegger Invest, we introduced the Avantgarde Investment Approach Model – a strategy born from rigorous scientific research and enriched by decades of market experience. Here's how we approach investment:

• Risk First:We begin with risk assessment, understanding that managing risk is as crucial as seeking returns.
• Asset Allocation: Based on our risk analysis, we strategically allocate assets, ensuring a balanced portfolio that aligns with both market conditions and client objectives.
• Stock Selection: Our choices are driven by in-depth analysis, focusing on companies with significant growth potential and valuations that represent compelling entry points.

Our Three-Pillar Strategy

Our investment strategy is anchored by three foundational pillars, designed to deliver superior returns while managing risk:

• Global Macro Foresight: We don't just react to market trends; we anticipate them. Our global macro analysis helps us to position our portfolios advantageously, preparing for shifts in the economic landscape.
• Growth at Reasonable Prices (GARP): Our approach identifies high-potential growth companies at valuations that offer an optimal entry point, balancing growth prospects with prudent investment.
• Value Investing: We specialise in uncovering undervalued assets poised for appreciation, providing our clients with opportunities to benefit from market inefficiencies.

Our commitment is to provide what we believe to be the most advanced, evidence-based investment approach available to both institutional and private investors. We've built a bridge from London to the world, offering sophisticated investment solutions that harness the best of both continents.

Thank you for considering Bruegger Invest as your partner in navigating the complexities of global markets. Together, we can embark on a journey towards achieving your financial aspirations with a model that stands on the twin pillars of scientific rigor and visionary foresight.

Sincerely,

Urs B. Bruegger
CEO, Bruegger Invest Limited