WE BUILD ON OUR OWN UNDERSTANDING OF THE WORLD – BY FOLLOWING THE PRINCIPLES OF THE SHERPA CODE.
Which we also call ‘caring is everything’ and which stands for (1) long-term preservation and growth of wealth, (2) constraining the magnitude of negative impacts, (3) conducting in-depth, independent research and ongoing analysis, (4) personally cultivating a longstanding and experienced network.
We focus on wealth preservation and growth
_by selecting the most appropriate investments globally available
_by maintaining control of the decision-making process
_by acting ethically and with a commitment to our social responsibility
understanding of the world through research & ANALYSIS
We use a transparent and recurrent 6-step Sherpa investment process for our portfolio construction & management.
_All portfolios are reviewed & monitored monthly, fully transparent and rapidly adaptable to changing circumstances.