hero-equities

Equities

As stewards of client capital for decades, our aim is to provide portfolios driven by pragmatic investment choices. 

Vontobel has three boutiques managing a wide range of equity strategies. All of our portfolios are built on consistent investment philosophies combined with deep research, disciplined processes, and risk management.

Get active

Our equity strategies are actively managed with high-conviction investment philosophies and two primary investment styles: bottom-up stock investing and quantitative. Environmental, social, and governance (ESG) issues are an integral part of our bottom-up investment approach where we believe sustainable earnings growth helps drive performance.

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37

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An approach to suit your needs

Our investment strategies are based on distinctive investment processes to offer quality, growth, impact, quantitative and thematic products with global, emerging market and regional geographic options.

Fundamental

Quality Growth  and  Conviction Equities  boutiques maintain an unwavering focus on bottom-up fundamental research to help deliver high-conviction portfolios. Seeking to invest into the shares of leading global companies takes deep research and discipline to look through the market noise and invest into long-term structural demand opportunities. A strong focus on ESG is integral to the investment process across our strategies.

Quantitative

The Quantitative Investments' investment philosophy of timing investments by their factor behavior (momentum, quality, value, and volatility) is based on consistent market reactions to earnings confidence and valuation. Built on a deep academic foundation, the process actively manages factor-weighted portfolios through the cycle.

What sets us apart

High
conviction

Active investing and active stewardship of your investment requires high conviction. Conviction through research, discipline and experience.

Investment
compass

An investment philosophy is a compass that guides you towards your goal. Over the years, we have developed our investment philosophies to deliver distinctive investment approaches.

Style
consistency

We believe that relying on a consistent style enables us to fulfil our clients’ needs. A solid and repeatable investment process, based on a high-conviction philosophy provides predictability across market conditions.

Stable investment environment

Vontobel is a well capitalized company in which the Vontobel family still holds a controlling stake. Listed on the Swiss stock exchange, Vontobel has provided a solid foundation since its founding in 1924.

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