Unter Altstadt 10 - Postfach CH-6302 Zug

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    INSTITUTIONAL CLIENTS

    INSTITUTIONAL Mandates

    Investment solutions geared to the needs of professional investors.

    fund solutions

    Actively managed European “onshore” products to the highest international standards.

    private clients

    our investment offering

    From discretionary individual asset management to holistic solutions for families.

    Family Office Services

    360-degree support reducing complexity in business and private matters.

     

  • Insights

    News

    Quarterly

    Notes from the field

    Book Club

    Videos

    Market Compass October 24 –
    China and Powell send markets higher
    Market Compass September 24 –
    Not for the faint of heart…
    Market Compass August 24 –
    Taking a Break in Silicon Valley
    Market Compass July 24 –
    All about AI
    Summer ’24 Reading List
    Market Compass 06/24 –
    Financial Markets on a High (again)
    Market Compass 05/24 –
    From “Buy the Dip” to “Sell the Rally”
    Market Compass 04/24 –
    Easter rally in equity markets
    Market Compass 03/24 –
    Persistent inflation fails to crash the party
    Market Compass 02/24 –
    US equity markets heading to new highs
    Market Compass 01/24 –
    Falling bond yields make for an euphoric end to the year
    Year-end reading list ’23
    Tramondo Navigator 2024
    Fixed income and equity markets in the US perform strongly during a monetary policy pause
    Market Compass 11/23 –
    Earnings season does not (yet) reverse the trend
    The average stock in the US S&P 500 Index has gained only 1.8% since the beginning of the year
    Market Compass 10/23 –
    Rising interest rates burden equity markets
    Delinquencies in the US credit business have risen gradually over the last 18 months
    Market Compass 09/23 –
    Global equity markets take a breather
    Long-term bonds offer attractive returns after the end of a monetary tightening cycle
    Market Compass 08/23 –
    No summer fatigue on equity markets
    Equity expert Benedikt Popp joins the company as Senior Portfolio Manager
    Market Compass 07/23 –
    Strong end to an euphoric half-year
    Summer ’23 reading list
    Tramondo accepts Citywire’s TOP 50 IAMs 2023 award
    Market Compass 06/23 –
    Semiconductor stocks on a high
    NEW – Market Compass 05/23
    Tramondo Quarterly (Q2 2023)
    Tramondo named one of Switzerland’s top 50 asset managers
    Tramondo Dynamic Equity Europe turns 1
    Tramondo joins the alliance of swiss wealth managers
    Tramondo Navigator 2023
    Year-end reading list ’22
    Tramondo Quarterly (Q4 2022)
    Book Club – The Hard Thing About Hard Things
    The market is not the economy – follow the leaders
    Senior Relationship Manager, 80-100% (w/m)
    Tramondo Quarterly (Q3 2022)
    Summer ’22 reading list
    Tramondo Dynamic Equity Opportunities reaches important milestones
    Tramondo launches European equity strategy
    Tramondo Quarterly (Q2 2022)
    Use accumulation volume to find powerful stocks
    Book Club – The Almanack of Naval Ravikant
    What is market breadth and why is it so important?
    Tramondo Navigator 2022
    Year-end reading list ’21
    Book Club – Flash Crash
    Tramondo equity strategies approved for public distribution
    Tramondo strengthens team with two experienced investment specialists
    Should you buy Initial Public Offerings (IPOs) or is there a less “risky” option?
    Tramondo Quarterly (Q4 2021)
    Two Tramondo strategies now as UCITS structure
    Our Five Thematic Investing Rules
    Are price-to-earnings (P/E) ratios really important?
  • Funds

    Equity Funds

    Equity

    Tramondo Dynamic Equity Opportunities (UCITS)

    Defensive global equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Opportunities (UCITS)

    Defensive global equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Europe (UCITS)

    Defensive Europe equity strategy with active risk management

    Equity

    Tramondo Dynamic Equity Europe (UCITS)

    Defensive Europe equity strategy with active risk management

    Equity

    Tramondo Premium Equity Selection (UCITS)

    Global equity portfolio offering exposure to structural trends

    Equity

    Tramondo Premium Equity Selection (UCITS)

    Global equity portfolio offering exposure to structural trends

    Fixed Income Funds

    Fixed Income

    Tramondo Defensive Income (UCITS)

    Access to the global universe of high quality corporate and government bonds

    Fixed Income

    Tramondo Defensive Income (UCITS)

    Access to the global universe of high quality corporate and government bonds

    Fixed Income

    Tramondo Credit Opportunities (UCITS)

    Cost-efficient and simple access to the most exciting investment ideas in the bond market

    Fixed Income

    Tramondo Credit Opportunities (UCITS)

    Cost-efficient and simple access to the most exciting investment ideas in the bond market

  • Contact

Publications

Currently

Quarterly Q2 2021

12th April, 2021

Highlights of the current edition

Global equity markets started the new year on a positive note. Solid earnings reports for Q4 2020 and good progress in the vaccination campaigns (at least in some parts of the world) spurred investors’ risk appetite once again. The US central bank Fed expects inflation to pick up in 2021, albeit not to the degree that would impact the central bank’s current policy. After just two months in office, the Biden/Harris administration came up with a monumental USD 1.9 trillion stimulus bill which is expected to add up to 3.0% to the US GDP. The Swiss economy contracted by 3.4% in 2020, which is less than the US (-3.5% in 2020) or the Eurozone (-6.8% in 2020). However, it is remarkable that Switzerland is expected to grow by +3.3% in 2021, indicating that last year’s devastating effects on domestic GDP would almost be
fully recovered. With the end of the pandemic in view and the ongoing fiscal stimulus across the globe, the medium- to long-term investment case for global equities still looks compelling. However, there could be some short-term challenges unless additional (positive) triggers confirm investor expectations. We see an active approach with a strong tilt towards quality attributes as a critical success factor in the current environment. In that regard, we continue to advocate for a balanced portfolio construction considering both value and growth stocks (so-called barbell strategy). Investors ought to better retain a cautious attitude towards fixed income markets, as longer-dated yields are expected to face upward pressure first from a strong comeback of economic growth and later from higher inflation.
Hier Runterladen

ACTIVE ASSET MANAGEMENT

INDEPENDENT INVESTMENT DECISIONS.

TRANSPARENT AND LIQUID STRATEGIES WITH ATTRACTIVE RISK-RETURN PROFILES.

A HIGHLY DISCIPLINED APPROACH TO RISK.

Tramondo Investment Partners AG is the investment arm of a multi-family office group that has existed for over 40 years. We are at home in the heart of the old town of Zug, Switzerland.

WHAT WE STAND FOR

Cost-efficient investment solutions specially designed to meet the needs of independent asset managers, family offices and pension funds.

Our fund solutions are specifically tailored to the needs of institutional investors. For those professional mandates that require a different solution for regulatory, compliance, or investment-specific reasons, we are happy to implement managed accounts and other investment structures.

Our strategies aim to create value for our investors through active management.

Risk management is an integral part of our disciplined and transparent investment process. Investors know they can rely on the watchful eye of our robust risk control system.

The right partners make all the difference – this is why we thoroughly analyse potential setup partners (custodian banks, auditors, etc.) and select companies that have been established for many years.

Investor benefits include:

  • Attractive risk-adjusted returns
  • Cost-efficient implementation
  • Transparent reporting
  • Independent monitoring and cost control
fund solutions
Actively managed European “onshore” products to the highest international standards.

Other Tramondo Publications

Market Compass October 24 –
China and Powell send markets higher

  • 04/10/2024

Market Compass September 24 –
Not for the faint of heart…

  • 06/09/2024

Market Compass August 24 –
Taking a Break in Silicon Valley

  • 06/08/2024

Market Compass July 24 –
All about AI

  • 05/07/2024
Each Quarter in your inbox

Tramondo Quarterly

Tramondo’s take on markets, monetary policy, politics and economics. And resulting investment opportunities that successful individuals, families, and institutional investors need to be aware of today.

about tramondo

Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes. The company is a member of the Alliance of Swiss Wealth Managers.

Through its collaboration with partner company Dr. J. Bollag & Cie. AG, Tramondo taps more than 45 years of expertise to offer comprehensive asset protection and wealth management solutions.  At the same time, it enables its clients to seamlessly access tax, law and corporate services tailored to the needs of families and entrepreneurs locally and internationally.

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contact

Unter Altstadt 10
Postfach
CH-6302 Zug
  • +41 41 710 76 76
  • info@tramondo.ch

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