Steady return generation and capital protection

Blackfort’s investment strategies build on investment approaches, which are well established with large Swiss institutional investors. Hence, our clients benefit from long-term experience in the context of tailor-made and holistic solutions, developed in personal dialogue and designed to truly fit each client’s needs.

Blackfort Income Defensive

Defensive liquid alternative well suited as a core investment to replace cash and bonds

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Blackfort US Equity Triple X (CHF)

Systematic strategy to add an extra performance boost to equity returns

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Tailor-Made Investment Mandates

Covering different investment goals reaching from capital protection to capital growth

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Blackfort Income Defensive

For investors who want to invest their assets in a capital-preserving way, Blackfort Income Defensive offers a liquid alternative well suited as a core investment to replace cash and bonds.

Key Facts:
  • Suitable for investors with a pronounced need for security who want to invest their assets in a capital-preserving way
  • Steady income in an environment of negative interest rates
  • Return expectations moderately above the yield offered on capital markets
  • Suggested investment horizon: at least 2 years.

Concept of the Strategy Blackfort Income Defensive

Equity markets still have potential to generate returns. Over the long run the mean expected return of equities of the developed markets is approximately 6% p.a. However, the downside risks are considerable. The strategy builds on investment approaches, which are well established with large Swiss institutional investors.

Blackfort Income Defensive is an investment approach, which offers:

  • Steady income in an environment of negative interest rates
  • Systematic limitation of the downside risk
  • Cost efficient implementation through the use of highly liquid instruments

Blackfort Income Defensive

Explained

Cumulative return Return p.a. Volatility p.a. Sharpe Ratio Max. Drawdown
Blackfort Income Defensive (EUR) 134.2 5.7% 5.0% 0.92 -8.4%

Blackfort US Equity Triple X (CHF)

For investors who want to increase the return on their equity allocation, Blackfort US Equity Triple X (CHF) offers a systematic strategy to add an extra performance boost to equity returns.

Key Facts:
  • Suitable for investors with a higher risk appetite who want to increase the return on their equity allocation
  • Enhanced pay-out profile based on dynamic equity exposure and limited drawdown risks compared to
  • conventional equity investments
  • Return expectations above the returns offered on equity markets Suggested investment horizon: at least 5 years.

Concept of the Strategy Blackfort US Equity Triple X (CHF)

Blackfort US Equity Triple X (CHF) offers a systematically enhanced pay-out profile, providing increased return-potential and reduced foreign exchange risks.

Blackfort US Equity Triple X (CHF) enhances the pay-out profile of traditional equity investments in several ways:
  • Increased participation compared to traditional equity investments in moderately rising equity markets
  • Significant reduction of drawdown risks compared to traditional equity investments during crash phases due to convex pay-out profile
  • Gradually reduced participation compared to traditional equity investments in sharply rising equity markets
  • Possibility of active return contribution through discretionary management of the upside potential within given systematic framework

Blackfort US Equity Triple X

Explained

Cumulative return Return p.a. Volatility p.a. Sharpe Ratio Max. Drawdown
BF USE 3X (CHF) 409.4% 11.1% 14.2% 0.77 -29.8%
S&P 500 (CHF) 202.9% 7.4% 15.7% 0.46 -53.0%

Tailor-Made Investment Mandates for the Individual Needs of Each Investor

We offer investment solutions to both private investors as well as institutional investors such as pension funds, foundations, companies and other institutions of all sizes. Based on many years of experience with major Swiss institutional investors, we focus on the individual needs of each specific client and offer tailor-made solutions. Thereby, we provide both systematic and discretionary investment approaches as well as combinations thereof. All investment mandates can draw on our expert judgement and house view, based on fundamental analysis and state-of-the-art macroeconomic projections.

Opportunistic Investment Approach

For investors with higher risk tolerance and/or longer investment horizons, opportunistic investment approaches offer increased return potential. The primary investment objective is capital growth. Typically, opportunistic investment approaches mainly rely on equities, commodities, real estate, and other alternative asset classes.

Defensive Investment Approach

For investors with lower risk tolerance and/or shorter investment horizons, defensive investment approaches offer a regular source of income. The primary investment objective is capital protection. Historically, defensive investment approaches mainly relied on fixed income instruments. However, in an environment of negative interest rates, innovative solutions and alternative strategies are needed to ensure continued capital protection of the investment.

Asset Class Mandates

In addition to these mixed mandates, we also offer investment solutions on asset class levels. Based on in- depth expertise and years of experience in various asset classes, we offer customized solutions for your equity, bond, alternative or crypto quota.

Custodian Bank

As an independent provider of asset management solutions, we are not bound in our choice of custodian bank and work together with all established institutions. Upon request, we will support you in your choice of custodian bank and provide you with an overview of the conditions and services offered by the individual banks.

Track Records and Sample Portfolios

We would be happy to inform you about our track record in an individual offer and provide you with a sample portfolio on request.

Contact us

Blackfort Investment Partners AG
Talstrasse 61, 8001 Zürich, Switzerland
Phone: +41 44 585 7881
Email: [email protected]

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