Special Themes

Special Themes

In addition to promising megatrends, which we follow closely, there are also traditional investment themes in the JPV universe that appear on the radar of investors less often, mainly because of their lower media presence. However, this does not mean that these are less interesting or lucrative. Since 2003, we have consistently evaluated innovative investment opportunities for our clients in traditional sectors where correlation to the established stock markets was low - with results that are impressive. For example, we rely on world market leaders from German-speaking medium-sized companies (German Hidden Champions) or on companies that stand for the famous Swiss innovative ability (Swiss Innovation Basket) at an early stage. Other special themes with positive developments are our long-standing series ‘Gold Miners Basket’ (I-III) and ‘Global Software Basket’ (I-III). Do you have any ideas for investment themes yourself? Would you like to include these in your portfolio? We make our many years of experience, our expertise and network available to you and help you design your personally tailored stock selections and asset allocation, in an investment product such as an equity basket.