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

Tramondo Dynamic Equity Europe (UCITS)

Cumulative Fund Performance

Key fund statistics1

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Ann. Performance

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Ann. Volatility

N/A

Sharpe Ratio

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Max. Drawdown

EUR 20M

Fund Size

We cannot direct the wind..

In the long term, equities can generate very attractive returns, but they are subject to massive market fluctuations that are difficult to predict.

A buy & hold strategy carries the risk for investors to suffer large price losses during stock market crashes.

This would erode the asset base essential for generating attractive returns in the long term.

..but we can adjust the sails

Tramondo Dynamic Equity Europe pursues a conservative equity approach that participates in equity markets while ensuring the preservation of capital in turbulent times.

"But the point is not that Europe is perfect. It’s simply that it’s a lot better than many investors think."

- Financial Times

The Fund's Strategy & Approach in a nutshell

PERFORMANCE ENGINE

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    Access to a European ex Switzerland portfolio of leading, high-quality companies with the most attractive business models or most promising innovations

  • Focus on stock selection using a disciplined fundamental («good story») and technical analysis («good chart») model
  • Inclusion of ESG criteria in the portfolio context

 

DRAWDOWN PROTECTION

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  • Active management of the underlying market risk through the use of exchange-traded futures contracts
  • Discretionary decision based on a systematic traffic light system
  • Crucial hedging steps of 25% each to achieve an impact

Additional resources

Whitepaper: Spotlight on Quality

Whitepaper: Spotlight Drawdown-Management

Video: The strategy briefly explained

 

Additional fund information (Liechtenstein Fund Association, LAVF)

 

Memberships, awards and ratings

Monthly Net Returns

Key Fund Terms

Share Class Information

Notes:
1 Strategy Performance based on EUR Class I Share Class

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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. 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

© 2022, Tramondo Investment Partners AG. All rights reserved.

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