ONE COMPANY
CLAIRINVEST is an independent financial advisor based in Switzerland, founded in 2010.
Our investment vision and research are based on global macro analysis and multiple asset classes. Our investment philosophy is guided by a top-down approach, diversified across developed markets with an overlay of proprietary sentiment indicators.
Investment advice is dedicated to qualified investors : wealthy individuals, private banks, family offices, independent wealth managers, funds of funds, professional and institutional investors.
Our services are provided via a UCITS V SICAV registered in Luxembourg, themed AMCs (Actively Managed Certificates) and tactical advice on portfolio positioning.
CLAIRINVEST's approach to investing :
– A high level of diversification thanks to exposures to several asset classes.
– A flexible and active approach to portfolio management.
– The professionalism of an experienced team and top-notch service providers.
– Active and flexible management of market exposures in all market phases.
THREE COMPLEMENTARY STRATEGIES
SIRIUS GLOBAL ALLOCATION INDEX
CLAIRINVEST Sirius Global Allocation Index
Sirius Global Allocation Index
SWISS VALUES
CLAIRINVEST Swiss Values
Swiss Values is an AMC.
AMC PERPETUEL CAPITAL
CLAIRINVEST Perpetuel Capital
Through periodic market rankings based on company balance sheets and quantitative analysis of quality US companies, it seeks the preservation of capital as well as the maximization of long-term returns.
THREE SHARED VALUES
PROFESSIONALISM
The company brings together the skills of financial professionals. The managers of the Equity Income and Cosmopolitan Global strategies are personnaly invested in their strategies. They share the same objective as investors: recurring performance and capital preservation.
TRANSPARENCY AND LIQUIDITY
Funds invest only in listed and liquid products. They do not invest in OTC product, structured product or product without trading or exchange venue. Weekly liquidity, on Wednesdays without notice. Orders must be received by Tuesdays at 2pm.
GENERATION OF PERFORMANCE AND PRESERVATION OF CAPITAL
The funds aim the generation of absolute performance, with constant attention to the control of volatility. The dynamic and active asset management is based on the ability of managers to expose the portfolios in bullish phases and neutralize bearish phase.