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Significant History
Institutional Infrastructure

Swiss Finance

®

EMPOWERING INVESTORS TO DEPLOY CAPITAL FOR DOING GOOD TO COMMUNITIES

See Investments

WE INVEST IN COMMODITIES, BUSINESSES AND REAL ASSETS

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Image by Dominik Vanyi
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THE

TEAM

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THE

MISSION

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THE

FACTS

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EXECUTIVE SUMMARY

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OUR FOCUS ON THE PROTECTION OF OUR INVESTORS' CAPITAL IS REFLECTED IN OUR FUNDAMENTAL VALUES, OUR OPERATIONAL PLATFORM, OUR BUSINESS PROCESSES AND OUR PEOPLE. PROVIDED THAT WE ARE PERMITTED UNDER APPLICABLE LAWS AND REGULATIONS IN A PROSPECTIVE CLIENT'S RELEVANT JURISDICTION WE MAY BE ABLE TO ADDRESS THE COMPLEX NEEDS OF OUR INSTITUTIONAL INVESTORS FOR CUSTOMIZED OR TARGETED INVESTMENT SOLUTIONS AND THEIR PORTFOLIO OBJECTIVE OF UNCORRELATED, RISK-ADJUSTED AND CONSISTENT RETURNS.

ASSET MANAGEMENT

  • Investment in liquid assets - considerations for allocation

  • Investments in liquid assets such as real estate

  • Outright ownership of substantial stakes in businesses including minority investments and controlling stakes

  • Assistance with structuring transactions and development of protective clauses

  • Asserting our clients' rights in their investment companies, through seeking disclosure, transparency, corporate governance and rigorous financial management of investment target companies.

INVESTMENT STRATEGY AND IMPLEMENTATION

Special Situations and Opportunities (Spec Ops) is an opportunistic investing platform seeking to capitalize on global investment opportunities that are time-sensitive, complex, or in dislocated markets where we believe risk and price are fundamentally mispriced. The Spec Opps team harnesses intellectual capital from across Swiss Finance's leading alternative asset franchise to invest across companies, industries and geographic realms. Our nimble constitution and flexible investment mandate allow us to pursue and dynamically manage certain deep value opportunities. Going forward Swiss Finance seeks to focus on less liquid opportunities because we believe they have potential for greater risk-adjusted, long-term return in the current climate.

SPECIAL SITUATIONS