Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug

Like the forces of nature, the financial markets are difficult to influence.

Let us set the proper sails together for your investments.

Tramondo Quarterly

Our thoughts and assessments on global markets. Every quarter in your inbox.

Video

Tramondo's Dynamic Equity Strategy

This short video on our dynamic equity strategy gives an introduction and explains how it fits into Tramondo’s investment philosophy. Please click on the thumbnail to the right to play the video. Please note that the video is in German with English captions.

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The Challenge

PRESERVE WEALTH and GENERATE PERFORMANCE 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.

Foresight. Discipline. Integrity.

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).

The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).

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

Navigator 2021

17th December, 2020

Highlights of the current edition

The announcement of two vaccines against COVID-19 that were highly effective in clinical trials drove a risk-on mood in financial markets and injected additional fuel into the post-election rally. Overall, the MSCI World index was up 11.3% in Q4 2020 so far.

Across the globe, central bankers kept their printing presses busy in Q4 2020. Since COVID-19 and its implications for the world economy will cast shadows for some time to come, we see hardly any evidence that the flood of cheap money might abate in the coming quarters.

Despite the victory of Joseph Biden in the US presidential elections, we expect Washington to be under well-balanced political leadership for some time. Thus, investors are better off not pricing in a mind-blowing stimulus package for the months to come since Republicans will keep a close eye on budget discipline.

While the global economic recovery has been proceeding at a solid pace during the most recent quarter, some signs are slowing down. We believe that the US economy is prone to a slight consolidation in Q4 2020 before it is expected to resume its robust growth trend in early 2021.

We believe that global equities still offer a compelling opportunity set. During the most recent quarter, we increased our exposure towards cyclical stock markets, especially the Eurozone. From a tactical perspective, we nevertheless see some dark clouds building up in equity markets.

Overall, we recommend that investors retain a very cautious attitude toward fixed-income paper. Nevertheless, we still see some opportunities in Emerging Markets bonds where rather supportive fundamentals and supportive valuations have still not synched up again.

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)

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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. The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).

Contact

Tramondo Investment Partners AG

Unter Altstadt 10
Postfach CH-6302 Zug

+41 41 710 76 76
info@tramondo.ch

© 2020, Tramondo Investment Partners AG. All rights reserved.

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