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Our Investment Philosophy


Focus on Satellites

As experienced asset managers, our vision is to progressively identify compelling investment opportunities and to launch dedicated vehicles with which to benefit from these opportunities. We seek excess returns through active management and a strong value biased investment process. Our investment strategies often result in weighting deviations from index investments and thereby creating the opportunity for outperformance.


Enhanced Indexing

Enhanced indexing means that a passive equity portfolio is actively managed by writing targeted out-of-the-money call options which are covered by corresponding equity positions in the passive (index) portion of the portfolio.

© Valartis Group AG, Switzerland – a Swiss banking and financial boutique with focus on “Private Banking Plus”.