Strategic investments.
Quality returns.

We see what the market misses. We Wait. We act with conviction.

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2002

FOUNDED

12% p.a.

LTIF CLASSIC · 2019-2025

9 countries

UCITS DISTRIBUTION

Pictet

CUSTODIAN LUXEMBOURG

The paradox that define us

Institutional depth. Boutique independence. No compromises since 2002.

Our Philosophy

Eagle vision

120.000 companies screened. Only the best make the cut.

Patient discipline

Our horizon is “forever”. We never chase momentum.

Decisive action

When the opportunity is clear, we act. No hesitation.

Aligned interests

All partners invest their own capital alongside yours.

Three strategies. One discipline

UCITS V · Luxembourg · Daily NAV · 9 countries

Global equity

High-quality global businesses bought at a discount to intrinsic value.

Natural resources

Strategic value across energy, mining, infrastructure and agrifood.

Multi-fund

Wealth preservation through alpha generation and capital protection.

Four Partners. Each with 30+ years.
All Invested alongside you.

Every member of the Investment Committee is also an equal owner of the firm – and invests their own capital in the same funds as our clients.

Team page

Marcos Hernández

CIO · Managing Partner

30+ years · Merrill Lynch

Alex Rauchenstein

COO · Managing Partner

30+ years · UBS

Urs Marti

Partner · Director

30+ years · Zulauf AM

Prof. J.C. Jarillo

Founding Partner

Harvard DBA · 2002