¹ Additional fees may be charged: custodian bank, life insurer Luxembourg, issuers.
"
Our goal is to democratize high-end investment. We want to provide a service of excellence. This translates into long-term follow-up with our clients and strong performance.
Antoine Ducroux
Managing Partner
When it comes to investing, it’s simple. There are only 3 strategies that work in the long term. It is by choosing with you the one that aligns best with your goals that we can deliver Swiss financial excellence.
RidgeRock applies a Quality Investing approach, inspired by the strategies of top investors such as Warren Buffett. Rather than spreading capital across hundreds of stocks, we build a concentrated portfolio, selecting only solid, profitable companies that are capable of sustainable growth.
Our selection criteria include high long-term profitability, attractive valuation, a dominant position, and a strong competitive advantage that protects against the worst financial crises. For seasoned investors, our allocation includes companies with organic growth, high margins, and pricing power.
We reassess our positions quarterly, combining fundamental analysis and macroeconomic signals to adjust our exposure. Unlike traditional banks and funds, we invest with conviction, targeting undervalued companies with long-term superior return potential.
ETFs are the foundation of our portfolios, allowing for smart diversification and optimized exposure to global markets with reduced fees. RidgeRock adjusts its allocation based on each client’s objectives through three strategies:
Innovation: Investment in high-growth sectors (technology, artificial intelligence, biotechnology, blockchain, and crypto) to capture the evolution of future markets.
Global: Geographic and sector diversification to take advantage of global economic trends and reduce risks associated with a single region.
Income: Selection of dividend ETFs, generating regular monthly, quarterly, or annual income, optimized to ensure a stable source of return.
Our ETFs are selected based on strict criteria: risk-adjusted performance, high liquidity, and competitive management fees. Unlike a passive approach that merely follows an index, we adjust our allocation based on market conditions, thus ensuring better resilience and optimized returns. In times of uncertainty, we are not hesitant to hold cash or gold to limit risks.
To go beyond traditional investments, RidgeRock integrates alternative strategies aimed at diversifying and enhancing the performance of our portfolios in the face of crises and economic cycles.
Structured products: Financial vehicles that provide access to optimized returns with partial capital protection and often superior performance to traditional bonds.
Private equity: Investment in unlisted companies, selected for their strong growth potential and their ability to generate returns independent of stock market fluctuations.
These solutions are integrated into our portfolios based on the risk profile and wealth objectives of each client. They provide robust performance while reducing the overall volatility of the portfolio, thereby offering an effective alternative to traditional investments.
With RidgeRock's investment selection methods, here is what your investments would have looked like over the last 10 years:
Comparison of investment performance ($) between RidgeRock and the S&P 500 Net Total Return over a 10-year period, using the selection criteria of our "Quality Investing" method. Conducted using the backtesting method¹.
Investment performances ($) of RidgeRock's ETF mandates over a 10-year period, using the selection criteria of our "ETF Mandates" method with different profiles. Conducted using the backtesting method¹.
¹ The backtesting involves applying stock selection criteria to historical data in order to identify the stocks that would have been selected in the past and to assess their performance. The goal is to validate the relevance of the strategy before applying it to current markets.
