Like the forces of nature, the financial markets are difficult to influence.
Let us set the proper sails together for your investments.
Our thoughts and assessments on global markets. Every quarter in your inbox.
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
Quarterly Q2 2020
9th April, 2020
Highlights of the current edition
THE BIG PICTURE
COVID-19 brought a swift and sudden reversal to the buoyant investor sentiment that had compelled equities higher at the start of 2020. Liquidity pumped into the financial markets may be supportive for equities and real assets but detrimental for nominal assets.
FOCUS THEMES
We present possible recovery scenarios for the global economy. How the currently reduced market liquidity can be countered with an active management approach focusing on quality and robustness. And a brief explanation of how the recent distortions on the gold market have led to arbitrage opportunities.
ASSET ALLOCATION
We downgraded our view towards risky assets during Q1 2020 as soon as the COVID-19 virus aggressively spread towards Europe and the US. This entailed reducing exposure towards both global equities as well as low-quality credit, and increasing the duration of our fixed income portfolios. We maintain a strategic gold position and would increase exposure in the event of price weakness.
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.
being successful together with four steps
It’s that easy to get in touch with Tramondo.
You can find our contact details here. Of course, you can also press the “Contact Tramondo now” button below and specify your contact details. We look forward to getting to know you.
Submit your existing investment portfolio to an independent, rigorous and critical reality test. Without any obligation.
Do our thinking and our expertise meet your high standards? Determine which service is right for you. We will be happy to assist you.
Once the contractual and administrative aspects have been completed in a straightforward manner, we can begin implementing your portfolio according to Tramondo standards together.
Optimize returns through an independent analysis of your financial situation
Portfolio Review
Your existing investment portfolio is independently, rigorously and critically tested as part of the Tramondo Portfolio Check (TPC).
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.
Navigation
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
© 2019, Tramondo Investment Partners AG. All rights reserved.