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.

Active Asset Management    Integrated Wealth Management   Family Office Services  

Tramondo Quarterly

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

Company news

Tramondo named one of Switzerland's Top Independent Asset Managers

We are delighted to have been named one of the 50 most influential independent asset managers in Switzerland and Liechtenstein.

On this occasion, we would like to sincerely thank our clients for their loyalty and our partners for their excellent cooperation.

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

Quarterly Q2 2021

12th April, 2021

Highlights of the current edition

Global equity markets started the new year on a positive note. Solid earnings reports for Q4 2020 and good progress in the vaccination campaigns (at least in some parts of the world) spurred investors’ risk appetite once again.

The US central bank Fed expects inflation to pick up in 2021, albeit not to the degree that would impact the central bank’s current policy.

After just two months in office, the Biden/Harris administration came up with a monumental USD 1.9 trillion stimulus bill which is expected to add up to 3.0% to the US GDP.

The Swiss economy contracted by 3.4% in 2020, which is less than the US (-3.5% in 2020) or the Eurozone (-6.8% in 2020). However, it is remarkable that Switzerland is expected to grow by +3.3% in 2021, indicating that last year’s devastating effects on domestic GDP would almost be fully recovered.

With the end of the pandemic in view and the ongoing fiscal stimulus across the globe, the medium- to long-term investment case for global equities still looks compelling. However, there could be some short-term challenges unless additional (positive) triggers confirm investor expectations.

We see an active approach with a strong tilt towards quality attributes as a critical success factor in the current environment. In that regard, we continue to advocate for a balanced portfolio construction considering both value and growth stocks (so-called barbell strategy).

Investors ought to better retain a cautious attitude towards fixed income markets, as longer-dated yields are expected to face upward pressure first from a strong comeback of economic growth and later from higher inflation.

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)

Tramondo YT thumbnail small
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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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