Stability Growth Accounts
Seek steady, long-term capital growth with Bruegger Invest’s equity-only Stability Growth accounts, blending global leaders and innovative companies.
Stability Growth: Steady Capital Growth Through Equities
Bruegger Invest’s Stability Growth accounts pursue long-term capital growth through a disciplined equity-only strategy, focusing on global leaders and innovative companies with strong free cash flow potential.
Read MoreDesigned for conservative investors, our Stability Growth accounts seek steady capital appreciation over the long term. The strategy emphasizes global market leaders with consistent free cash flow growth, providing resilience and stability across diverse industries and geographies.
A selective allocation to innovative, disruptive firms with strong growth potential enhances returns while maintaining disciplined risk management. The 12-month forward S&P 500 EPS chart above highlights the earnings strength of leading firms, which form the core of our portfolio.
For a strategy blending equities with gold, explore our Core Stability Growth accounts.
Choose Your Stability Growth Account
Stability Growth invests in global leaders and innovative disruptors, leveraging a dynamic allocation model guided by a macroeconomic view.
Stability Growth Cash Account
Focuses on global leaders for stability, with a smaller allocation to emerging disruptors.
Read MoreThis account pursues steady growth with a diversified portfolio, emphasizing consistent free cash flow and active risk management. Risk Profile: Moderate. Ideal for investors seeking long-term capital growth with a minimum investment horizon of five years.
Stability Growth Margin Account
Enhances growth potential with flexibility to seize market opportunities.
Read MoreThis account balances global leaders with high-potential disruptors, using selective hedging to manage volatility and supported by disciplined risk controls. Risk Profile: Moderate. Suited for investors seeking balanced growth with active management.