Julius Baer pursues an active investment style and employs a systematic, structured and risk-controlled investment process. We pursue attractive investment ideas that exhibit a balanced relationship between a favourable valuation and sustainable growth prospects.
Disciplined portfolio construction
By means of disciplined portfolio construction, our aim is to achieve a consistent, risk-adjusted excess return (alpha) based on the investment decisions we make.
Our offer in the stocks sector
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1. Style and style rotation products |
Broad-based investment solutions with style and style rotation products for the regions of:
- Switzerland
- Europe
- USA
- Global
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2. Special themes |
- Small and mid cap stocks
- Selected European and global products
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3. Externally managed products |
Externally managed products to complement the product line-up:
- US quality stocks
- Emerging market stocks
- Asia/Pacific stocks
- Investments in sustainable stocks
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We are here for you
Would you like more information, or can we assist you personally. Talk to your Julius Baer relationship manager. We look forward to hearing from you.