EW Asset Management AG believes that efficient investment decisions are the key for long-term success.
EW Asset Management AG is free of ties to other financial institutions, we are able to invest only in asset classes and markets that offer above average returns in the medium-term. Our experience, knowledge, and business acumen allow us to spot promising opportunities across the global marketplace before they are commonly identified.
When investing in bonds, our emphasis lies on achieving a constant yield, which is generally higher than the yield on short-term fiduciary deposits. This is realized through active management based on various macroeconomic data, analysis of duration, and changes in the yield curve. Our focus is on selecting bonds with best ability to pay back capital at risk adjusted yields.
When investing in equities, we apply a “top down” approach based on analysis by region and sector. Furthermore, it is necessary to recognize multi-year trends with regard to investment themes. In the past, this approach has proven successful in achieving overall positive results.
When selecting stocks, we look for companies with an above-average growth potential, but average or below average valuations. We make decisions quickly and efficiently. Our size allows us to invest in small and medium-sized companies with decisive competitive advantages, being it through new products or in niche markets with little competition. In the past, such companies have achieved above average returns over the medium term. At the same time, we use a stringent stop-loss policy in order to avoid sizeable losses. This combination has fuelled our record of long term success.
With regard to alternative investments, we mainly select fund of funds in this asset class in order to minimize risk. Our extensive experience in this investment field and our first class contacts are key in recognizing above average providers.
Foreign currency exposure resulting from investments in foreign stocks, bonds, or alternative investments, will only remain partially or fully unhedged if the outlook of the relevant currency is promising compared to the reference currency.