What is Valvest Partners AG?
Valvest Partners AG is not your typical bank. Instead, it’s an independent asset management firm that treats your investments as if they were their own. The core philosophy? Invest time before investing money. This means diving deep into companies, understanding them inside and out, and believing in their future before committing capital. Beyond just managing assets, Valvest Partners AG supports clients holistically across all financial matters, ensuring a well-rounded approach to wealth management.
Main Benefits of Valvest Partners AG
Valvest Partners AG stands out with a clear focus on quality and transparency. Here are some key highlights:
- In-depth analysis of companies before any investment decision
- Robust investment portfolio built on stable earnings and low debt
- Generational partnerships that foster long-term trust and satisfaction
- Complete independence and transparency, with no foreign incentives or sales targets
The History and Foundation of Valvest Partners AG
The journey began in 1993 with Franz J. Hunkeler’s sole proprietorship, now known as Hunkeler Asset Management AG. From day one, the focus was on a consistent investment philosophy centered on direct investments meeting high-quality standards. Between 1994 and 2004, a solid track record of real mandates was built, showing clear excess returns compared to peers. The years 2004 to 2016 saw the foundation of PS & Partner AG, followed by an office partnership with Hunkeler Asset Management AG in 2016-2017. Finally, in 2017, these entities merged to form what is now Valvest Partners AG.
Investment Philosophy and Approach
Valvest Partners AG believes in thorough research and analysis before investing. It’s not just about numbers; it’s about understanding the full picture. Annual reports, industry studies, and financial figures are scrutinized, but that’s just the start. The team goes beyond the data, engaging directly with industry experts and company management to grasp all opportunities and risks. This hands-on approach ensures investments are made only when all criteria align, focusing on companies with stable business models and steady cash flows.
Transparency and Independence
One of the pillars of Valvest Partners AG is its independence. Unlike banks or firms influenced by external incentives, Valvest operates solely in the client’s interest. There are no foreign incentives, no push for specific products, and no sales targets to meet. This honest transparency means clients always know where their money is invested, with portfolios consisting exclusively of direct investments. Personal contact is a priority, fostering relationships that span generations.
Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – by supporting stable companies with sustainable business models
- SDG 9: Industry, Innovation, and Infrastructure – through investments in innovative and well-managed firms
- SDG 12: Responsible Consumption and Production – by focusing on long-term quality and sustainability
- SDG 17: Partnerships for the Goals – maintaining generational partnerships and transparent client relationships
Looking Ahead: Prepared for Tomorrow
The future is always uncertain, but Valvest Partners AG is ready. Markets shift, economies change, and trends come and go. Yet, the firm’s focus remains on investing in companies that can weather economic storms. Portfolios are structured with both present realities and future challenges in mind. It’s a long-term game, with quality and stability leading the way. So, while no one knows exactly what tomorrow holds… Valvest is prepared.
