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    INSTITUTIONAL CLIENTS

    INSTITUTIONAL Mandates

    Investment solutions geared to the needs of professional investors.

    fund solutions

    Actively managed European “onshore” products to the highest international standards.

    private clients

    our investment offering

    From discretionary individual asset management to holistic solutions for families.

    Family Office Services

    360-degree support reducing complexity in business and private matters.

     

  • Insights

    News

    Quarterly

    Notes from the field

    Book Club

    Videos

    Market Compass 04/24 –
    Easter rally in equity markets
    Market Compass 03/24 –
    Persistent inflation fails to crash the party
    Market Compass 02/24 –
    US equity markets heading to new highs
    Market Compass 01/24 –
    Falling bond yields make for an euphoric end to the year
    Year-end reading list ’23
    Tramondo Navigator 2024
    Fixed income and equity markets in the US perform strongly during a monetary policy pause
    Market Compass 11/23 –
    Earnings season does not (yet) reverse the trend
    The average stock in the US S&P 500 Index has gained only 1.8% since the beginning of the year
    Market Compass 10/23 –
    Rising interest rates burden equity markets
    Delinquencies in the US credit business have risen gradually over the last 18 months
    Market Compass 09/23 –
    Global equity markets take a breather
    Long-term bonds offer attractive returns after the end of a monetary tightening cycle
    Market Compass 08/23 –
    No summer fatigue on equity markets
    Equity expert Benedikt Popp joins the company as Senior Portfolio Manager
    Market Compass 07/23 –
    Strong end to an euphoric half-year
    Summer ’23 reading list
    Tramondo accepts Citywire’s TOP 50 IAMs 2023 award
    Market Compass 06/23 –
    Semiconductor stocks on a high
    NEW – Market Compass 05/23
    Tramondo Quarterly (Q2 2023)
    Tramondo named one of Switzerland’s top 50 asset managers
    Tramondo Dynamic Equity Europe turns 1
    Tramondo joins the alliance of swiss wealth managers
    Tramondo Navigator 2023
    Year-end reading list ’22
    Tramondo Quarterly (Q4 2022)
    Book Club – The Hard Thing About Hard Things
    The market is not the economy – follow the leaders
    Senior Relationship Manager, 80-100% (w/m)
    Tramondo Quarterly (Q3 2022)
    Summer ’22 reading list
    Tramondo Dynamic Equity Opportunities reaches important milestones
    Tramondo launches European equity strategy
    Tramondo Quarterly (Q2 2022)
    Use accumulation volume to find powerful stocks
    Book Club – The Almanack of Naval Ravikant
    What is market breadth and why is it so important?
    Tramondo Navigator 2022
    Year-end reading list ’21
    Book Club – Flash Crash
    Tramondo equity strategies approved for public distribution
    Tramondo strengthens team with two experienced investment specialists
    Should you buy Initial Public Offerings (IPOs) or is there a less “risky” option?
    Tramondo Quarterly (Q4 2021)
    Two Tramondo strategies now as UCITS structure
    Our Five Thematic Investing Rules
    Are price-to-earnings (P/E) ratios really important?
    Tramondo appoints Chief Operating Officer
    Book Club – Can’t Hurt Me
    Power Earnings Gap (PEG)
    The Longer the Base the Higher the Space
    Tramondo Quarterly (Q3 2021)
    Summer ’21 reading list
    Follow-up on Margin Debt
  • Funds

    Equity Funds

    Equity

    Tramondo Dynamic Equity Opportunities (UCITS)

    Defensive global equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Opportunities (UCITS)

    Defensive global equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Europe (UCITS)

    Defensive Europe equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Europe (UCITS)

    Defensive Europe equity strategy with active risk management

    Equity

    Tramondo Premium Equity Selection (UCITS)

    Global equity portfolio offering exposure to structural trends

    Equity

    Tramondo Premium Equity Selection (UCITS)

    Global equity portfolio offering exposure to structural trends

    Fixed Income Funds

    Fixed Income

    Tramondo Defensive Income (UCITS)

    Access to the global universe of high quality corporate and government bonds

    Fixed Income

    Tramondo Defensive Income (UCITS)

    Access to the global universe of high quality corporate and government bonds

    Fixed Income

    Tramondo Credit Opportunities (UCITS)

    Cost-efficient and simple access to the most exciting investment ideas in the bond market

    Fixed Income

    Tramondo Credit Opportunities (UCITS)

    Cost-efficient and simple access to the most exciting investment ideas in the bond market

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Macro Themes

Market Compass 04/24 –
Easter rally in equity markets

Macro Themes, News, Publications, Tramondo Quarterly /

We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes cash, bonds, equities and alternative investments, […]

Market Compass 04/24 –
Easter rally in equity markets Read More »

Market Compass 03/24 –
Persistent inflation fails to crash the party

Macro Themes, News, Publications, Tramondo Quarterly /

We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes cash, bonds, equities and alternative investments,

Market Compass 03/24 –
Persistent inflation fails to crash the party Read More »

Market Compass 02/24 –
US equity markets heading to new highs

Macro Themes, News, Publications, Tramondo Quarterly /

US equity markets heading to new highs We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset

Market Compass 02/24 –
US equity markets heading to new highs Read More »

Market Compass 01/24 –
Falling bond yields make for an euphoric end to the year

Macro Themes, News, Publications, Tramondo Quarterly /

Falling bond yields make for an euphoric end to the year We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical

Market Compass 01/24 –
Falling bond yields make for an euphoric end to the year Read More »

Fixed income and equity markets in the US perform strongly during a monetary policy pause

Blog (EN), Macro Themes /

Following the most recent meetings of the leading central banks, including the Federal Reserve and the European Central Bank, it is likely that the unprecedented tightening of monetary policy in the previous quarters has ceased. From a tactical point of view, investors are currently faced with a (shorter or longer) transition period characterized by lower

Fixed income and equity markets in the US perform strongly during a monetary policy pause Read More »

Market Compass 11/23 –
Earnings season does not (yet) reverse the trend

Macro Themes, News, Publications, Tramondo Quarterly /

Earnings season does not (yet) reverse the trend We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the

Market Compass 11/23 –
Earnings season does not (yet) reverse the trend Read More »

The average stock in the US S&P 500 Index has gained only 1.8% since the beginning of the year

Blog (EN), Macro Themes /

While the capital-weighted S&P 500 still shows a gain of 13.1% since the beginning of the year – thanks in particular to the strong profits of the large technology companies – the equal-weighted counterpart is only up 1.8%. This index, whose members are all considered with the same weighting of 0.2%, has lost a lot

The average stock in the US S&P 500 Index has gained only 1.8% since the beginning of the year Read More »

Market Compass 10/23 –
Rising interest rates burden equity markets

Macro Themes, News, Publications, Tramondo Quarterly /

Rising interest rates burden equity markets We are pleased to count you among our Market Compass readers. The monthly publication provides interesting insights and suggestions regarding the current market environment. The highlights of this issue: A short market review of the most significant events in the past month Our tactical positioning towards the asset classes

Market Compass 10/23 –
Rising interest rates burden equity markets Read More »

Delinquencies in the US credit business have risen gradually over the last 18 months

Blog (EN), Macro Themes /

While the officially reported macro data in the US still point to solid economic momentum, first cracks in underlying fundamentals can be seen beneath the surface. The Federal Reserve’s historic campaign of interest rate hikes has massively increased lending rates over the past 18 months – with far-reaching consequences for borrowers, who are increasingly struggling

Delinquencies in the US credit business have risen gradually over the last 18 months Read More »

ÜBER TRAMONDO

Die Tramondo Investment Partners AG ist eine bankenunabhängige Schweizer Vermögensverwalterin mit Sitz in Zug und der Zulassung der Eidgenössischen Finanzmarktaufsicht (FINMA) zur Tätigkeit als Vermögensverwalterin kollektiver Kapitalanlagen. Das Unternehmen ist Mitglied der Alliance of Swiss Wealth Managers.

 

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