Investment philosophy

We firmly believe that capital preservation is the most powerful driver of long-term performance.

Our philosophy

Our investment process is forward-looking: we identify underlying trends and craft scenarios that enable us to choose the right assets for you at the right time.

Strong convictions

Our investment decisions, supported by a robust analysis procedure, are made entirely independently and rely only on strong convictions: our clients’ interests are aligned with ours.

Strong convictions

Preservation and development of capital

Our convictions give our management a true personality which generates value and makes all the difference over time: the preservation and the development of capital is constructed over time.

Preservation and development of capital

The long-term performance

Contrary to accepted ideas, we believe that seeking to preserve the capital is not contrary to performance. Even better, it favours performance over time.

The long-term performance

Performance and risk management

Therefore, we fully accept that at times we will not be aligned with the consensus: performance and risk management are part of our DNA.

Performance and risk management

A simple and transparent policy

Our investment policy is simple and transparent: our investment committee determines the major tendencies and the allocation of assets according to risk profile. It elaborates placement matrices concerning which it regularly communicates.

A simple and transparent policy

Direct investments

In constructing our portfolios, we favour direct investments in securities, shares or bonds when we have the skills and we delegate the management of assets not covered by Bordier Research to selected partners (open architecture).

Direct investments

We firmly believe that capital preservation is the most powerful driver of long-term performance.

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Bordier Investment philosophy