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Tramondo Team Statement concerning the Coronavirus Pandemic
The Challenge
Generate performance and preserve wealth in challenging markets
In today’s market environment with low interest rates and record-high equity markets, wealthy investors and their advisors face the challenge of efficiently implementing a diversified investment strategy.
The quest for performance is forcing many market participants into increasingly illiquid and hard-to-value investments.
Few give practical thought to how difficult it could be to close such positions, should the global markets turn negative.
Anyone who invests assets of successful entrepreneurs for the next generations is treading a different path.
Tramondo Investment Partners AG is the investment arm of a multi-family office group that has existed for over 40 years and is an asset manager of collective investment schemes pursuant to the Swiss Financial Market Supervisory Authority (FINMA).
What we stand for
Individual and efficient solutions for demanding customers. Discipline in the investment process. Transparent and fair fees. Long-term partnerships with alignment of interests.
Investment philosophy
Independent investment decisions. Transparent and liquid strategies with an attractive risk-return profile. A highly disciplined approach to risk.
Publications
Tramondo Trading Update
March 2020
3rd March, 2020
Special Edition HIGHLIGHTS
THE INVESTMENT APPROACH WORKS
Consistent with our view we started into the year with a positive outlook for equities. In line with our well-proven investment philosophy, which is based on active management with a strong focus on capital preservation, we pro-actively reduced our equity market exposure as soon as the first reports of the coronavirus surfaced in Wuhan, China.
Since the outbreak of the Coronavirus, we stuck to our active and risk-oriented asset allocation framework and hence could preserve our clients’ capital also in times of unprecedented market stress. To be specific, we continued to aggressively hedge underlying risk exposure since COVID-19 started to spread in Italy in order to protect assets during the current turmoil.
OUTLOOK AND POSITIONING
As of today, short-term market risks outweigh the potential of a quick recovery. As many uncertainties still remain, we keep our defensive allocation towards equities.
While we remain strategically optimistic towards equities in the medium- to long-term, we currently focus on asset protection and capital preservation. Should the facts or underlying market conditions change significantly, we will adapt our view and our allocation, respectively. We will keep you apprised of it.
For a more in-depth analysis, please download your copy of the March 2020 Trading Update.
Intro-Video
Tramondo in the spotlight
In this short video you will learn more about our history, our team, how we think about the markets, and what distinguishes us.
(Subtitles in English and German available)
The Solution
Investments for generations
Our services are determined by our corporate philosophy and investment strategy. From asset management to institutional quality standards, discretionary individual asset management to holistic one-stop financial solutions for families.
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About Tramondo
Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes.
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Contact
Tramondo Investment Partners AG
Unter Altstadt 10
Postfach CH-6302 Zug
+41 41 710 76 76
+41 41 710 76 78
info@tramondo.ch
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