Tramondo opens equity strategies to non-qualified investors in Switzerland
Tramondo Investment Partners AG (Tramondo), a bank-independent Zug, Switzerland-based investment boutique, has received regulatory approval distribution of the Tramondo UCITS Funds, a collective investment scheme under Liechtenstein law and its respective sub-funds Dynamic Equity Opportunities and Next Generation, to non-qualified investors in Switzerland.
Tramondo acts as the investment manager of the structure.
Tramondo Dynamic Equity Opportunities UCITS is a defensive equity strategy with active risk management. It pursues a conservative equity approach that participates in equity markets while looking to preserve capital in turbulent times.
Tramondo Next Generation UCITS is a global equity portfolio offering exposure to structural trends. The strategy aims to outperform the broad equity market over the longer term by offering exclusive access to a selection of structurally attractive companies.
In September of this year, the Zug and Zurich-based investment boutique reported converting both strategies into a UCITS structure.
Raphael Müller, Chief Executive Officer of Tramondo, says: "We firmly believe that there is no way around equities in any contemporary asset allocation, both as a safe haven and as a source of investment performance. Traditional fixed income has not offered meaningful real returns for years, while cash has been subject to slow wealth erosion due to inflation. FINMA's approval for public distribution means that a much broader audience can access our equity strategies beyond our traditional wealth management and asset management clients. This, in turn, enables them to manage their portfolio risk and capture opportunities fuelled by high-growth megatrends."