Morningstar’s latest ratings recognise three of our strategies at the top level – across the asset classes Fixed Income, Equity, and Alternatives:
- Tramondo Credit Opportunities (USD-I), Fixed Income
★★★★★ over 3 years and ★★★★★ over 5 years - Tramondo Dynamic Equity Opportunities (USD-I), Equity
★★★★★ over 5 years - Tramondo Alternative Diversification Strategies (USD-F), Alternatives
★★★★★ over 3 years
Recognition spanning three asset classes is unusual; for a boutique asset manager, rarer still.
The result speaks first to the discipline of our investment team. In an environment shaped by geopolitical strain and persistent market noise, the temptation to drift with headlines is constant. We have not done that. We have held to our process – fundamentals matched with technical confirmation, risk named before return, conviction tested in committee.
Yet ratings of this kind are never the work of portfolio managers alone. They rest on the work of colleagues some clients never meet.
“What this rating measures is not the brilliance of a single team, but an organisation that works together – the colleagues who manage portfolios, and equally those who make it possible to manage them well. We are grateful — and we remain focused on the work.” – Raphael Müller, CEO
For our clients, this matters: we do not think in isolated strategies. Wealth management, done properly, is the construction of holistic portfolios – and holistic portfolios require strength across asset classes, not just in one corner of the map.
Our thanks go to every colleague at Tramondo. The standard they maintain is what these stars actually measure.
This post is for information only; it does not constitute investment advice, an offer, or a solicitation. Past performance is not indicative of future results. Investments carry risk, including loss of capital. Eligibility and availability depend on investor status and jurisdiction. Morningstar ratings as at the most recent reporting date, referring to the share classes indicated.
