Core Stability Growth AMC
A high-conviction global equity strategy built around future cashflows and structured risk diversification.
Access through an actively managed certificate (AMC), with managed account solutions also available for U.S. investors.
Portfolio Construction
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.
Durable cashflow compounders
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.
Live Performance and Risk Metrics
Performance is shown for the verifiable track record since June 2025. Live data is displayed during U.S. trading hours with an approximate 15-minute delay.
Core Stability Growth strategy background: trading since 2020. Results through May 2025 are not shown here. Performance displayed reflects the verifiable track record since June 2025. Past performance is not indicative of future results.
Benchmark reference: S&P 500 Index via SPY ETF. Metrics are shown for the verifiable track record from June 2025.
Structure and Access
The strategy is available through the Core Stability Growth AMC, with daily liquidity. Investors typically subscribe through their bank or broker using the ISIN.
Vehicle
Actively Managed Certificate
Liquidity
Daily liquidity
Identifier
ISIN CH1494954758
Public Portfolio Snapshot
To balance transparency with protection of the strategy’s active edge, the public snapshot shows published equity positions as of end-2025. Full live holdings, NAV, and investor reporting are reserved for AMC holders.
Strategy Management
The strategy is managed by Bruegger Invest Limited, supported by dedicated portfolio management and risk oversight.
Important Information
Key information and risk disclosures relating to the Core Stability Growth AMC.
Professional investors only
The Core Stability Growth AMC is intended exclusively for professional investors or eligible clients under applicable laws and regulations.
Performance
Verifiable returns are shown from June 2025. Strategy activity prior to that period is not displayed on this page. Past performance is not indicative of future results.
Risks
Investment in the strategy involves risk, including possible loss of capital. Exposure may include equity market risk, sector risk, leverage, and broader market volatility.
This page is for information purposes only and does not constitute investment advice, an offer, or a recommendation. Investors should consult their professional advisers and review the relevant termsheet and documentation before making any allocation decision.