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Schlossberg&Co is a quantitative investment management company trading in global financial markets, dedicated to producing exceptional returns for its investors by combining the most sophisticated scientific methods of quantitative finance, machine learning and behavioral finance.

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Technology

We follow the principles rooted in technology and data as much as those found in financial services.

Debt is at an all-time high worldwide. Politicians are printing unprecedented amounts of money to service this debt and hence distorting financial markets worldwide. Schlossberg&Co combines the most sophisticated scientific methods of quantitative finance and machine learning in order to exploit these distortions.

Our investors benefit from the continued asset inflation while being protected against sudden interest rate and volatility shocks. Our proprietary algorithms are mainly focused on changes in volatility, interest rates and momentum. They are constantly learning through machine learning and work in different market regimes. They are able to react instantaneously with direct interfaces to financial markets.

Schlossberg&Co is at the nexus of economics, behavioral finance, data, and technology. Our evolution has been a continuous exploration of what drives markets and how it can be systematically applied to client portfolios.

Technology

Products

Our Products

AIM BEYONDBonds

AIM BEYONDEquities

AIM BEYONDDigital Assets

Problem: Most Bonds are yielding negative returns nominally and in real terms (after inflation) in particular. Solution: Mimic the perceived risk of a CHF investment grade bond portfolio through diversification. Constantly manage the risk of volatility and interest rate shocks with the help of our proprietary investment algorithms.

Monthly Performance
YearJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
20218.43%7.45%3.72%-0.28%-0.2%2.49%-2.76%-2.16%-0.31%16.92%
20202.78%3.38%9.13%7.18%6.69%1.17%5.32%4.27%-4.16%3.66%8.61%5.04%66.97%
20190.80%2.52%1.15%2.91%4.63%3.92%-2.97%-2.74%-1.29%0.55%1.86%0.07%11.65%
20187.01%-2.96%1.80%4.83%-0.76%0.73%0.16%-1.45%0.81%-2.86%3.58%-2.43%8.22%
Details
ISINCH0596276250
Valor 59627625
Bloomberg ID CH0596276250
Currency CHF
NAV967.27
Subscription Daily
Min. Subscription1 Certificate
Maturity Open-end
Management Fee0.50% p.a.
Performance Fee20% (HWM)
Cumulative Performance (%)
Last month-0.31%
Last 3 months-5.15%
Last 6 months-3.25%
YTD16.92%
Since inception135.87%
Average % p.a.25.54%
Risk Metrics
Sharpe Ratio2.09
Volatility 12.24%
Max. Drawdown-9.70%

Problem: Most Equities are overvalued. The valuation of growth stocks look overly extended in particular. Solution: Mimic the perceived risk of a global equities portfolio through diversification. Constantly manage the risk of volatility and interest rate shocks with the help of our proprietary investment algorithms.

Monthly Performance
YearJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
202117.34%12.88%6.51%-0.35%-0.28%5.81%-6.84%-4.39%-0.55%31.39%
20209.02%8.92%18.52%20.96%18.00%4.37%13.91%12.35%-12.52%5.37%24.00%13.15%246.97%
20193.35%6.93%1.12%6.47%8.32%11.14%-9.53%-9.75%-0.76%1.72%4.47%-4.09%18.30%
201816.13%-6.90%6.77%6.98%-0.56%1.06%0.04%-1.63%0.13%-10.27%12.15%-6.71%14.81%
Details
ISINCH0596276268
Valor 59627626
Bloomberg ID CH0596276268
Currency CHF
NAV934.12
Subscription Daily
Min. Subscription1 Certificate
Maturity Open-end
Management Free1.50% p.a.
Perfomance Fee20% (HWM)
Cumulative Perfomance (%)
Last month-0.55%
Last 3 months-11.42%
Last 6 months-6.86%
YTD31.39%
Since inception519.17%
Average % p.a.62.14%
Risk metrics
Sharpe Ratio2.01
Volatility 30.84%
Max. Drawdown-26.16%

Problem: Digital Assets are extremely volatile. The herd effect leads to huge upswings followed by prolonged downswings. Solution: Catch the upswings but constantly manage the downside risk. For prolonged periods of negative returns diversify into equities and bonds.

Monthly Performance
YearJANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
202124.50%24.33%11.40%-1.89%-0.22%5.47%-11.50%-6.23%-3.28%42.91%
202024.85%14.44%13.15%20.42%12.41%-6.39%28.49%2.80%-10.62%17.73%28.32%37.63%402.75%
2019-6.78%3.60%3.21%23.75%50.75%5.18%-21.43%-15.50%2.50%-0.24%2.96%-7.63%26.26%
201831.07%-19.72%6.69%12.37%-2.46%6.91%-3.46%-5.94%-6.37%-13.13%21.91%-15.33%0.28%
Details
ISINCH0596276243
Valor 59627624
Bloomberg ID CH0596276243
Currency CHF
NAV833.37
Subscription Daily
Min. Subscription1 Certificate
Maturity Open-end
Management Free2.0% p.a.
Perfomance Fee20% (HWM)
Cumulative Perfomance (%)
Last month-3.28%
Last 3 months-19.73%
Last 6 months-17.12%
YTD42.91%
Since inception809.73%
Average % p.a.79.55%
Risk metrics
Sharpe Ratio1.42
Volatility 55.94%
Max. Drawdown-47.32%

Team

Diversified Leadership Team

Schlossberg&Co is backed by a strong team of financial experts, physicists and mathematicians from University of St.Gallen (HSG), ETH Zurich and ETH Lausanne. The team has prior work experience at UBS, Julius Bär, Deutsche Bank, HSBC or the European Central Bank.

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David Bühlmann

Chief Executive

David Bühlmann

Chief Executive

David holds an M.Sc. in Finance from Cass Business School in London and a B.A. degree in Business from University of Saint Gallen. David worked in different capacities at Deutsche Bank, Julius Bär and HSBC in Zürich, Singapore and Hong Kong before founding Schlossberg&Co.

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Boris Kuznetsov

Chief Quant

Boris Kuznetsov

Chief Quant

Boris holds an M.Sc. in Mathematics and Financial Engineering from ETH Lausanne (EPFL) and a B.Sc. in Physics from Saint-Petersburg State University. He is an expert in Machine Learning and Neural Networks.

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Prof. Dr. Semyon Malamud

Investment Counselor

Prof. Dr. Semyon Malamud

Investment Counselor

Semyon is Professor of Finance at ETH Lausanne (EPFL) and Senior Chair of the Swiss Finance Institute. He is a Research Fellow at the Bank for International Settlements (BIS) and the Centre for Economic Policy Research (CEPR), and a Lamfalussy Research Fellow at the European Central Bank (ECB).

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Serge Birri

Quant Engineer

Serge Birri

Quant Engineer

Serge holds both an M.Sc. in Quantitative Finance and an M.Sc. in Computational Science and Engineering from ETH Zürich. Serge worked in different capacities for Credit Suisse and Swiss Life. He is leading the algorithmic investment initiatives at Schlossberg&Co.

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Pascal Hügli

Chief Research

Pascal Hügli

Chief Research

Pascal holds a B.A. in Political Science specializing in Political Economics and Political Philosophy. Pascal has been devoting his intellectual career to finance, economics and blockchain technology and is an invaluable asset for Schlossberg&Co’s research team.

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Andy Heilmann

Chief Finance

Andy Heilmann

Chief Finance

Andy is a certified federal fiduciary expert with extensive work experience. He was a partner at Swisspartners Investment Network for more than six years. At Schlossberg&Co Andy is an invaluable asset for our clients when it comes to structuring complex wealth.

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Culture

Culture Is Key

The unique success of Schlossberg&Co is the result of our unique culture. We expect people to be completely open. To achieve excellent results, we set ambitious goals and apply our understanding of how the world works to achieve them. We constantly strive together for truth and excellence. This enables us to build meaningful work and relationships with our clients, partners and colleagues.

We at Schlossberg&Co consistently challenge the status quo at its core to identify our purpose. Most organisations ask “How” and “What” but fail to ask “Why”. For us at Schlossberg&Co the “Why” is indispensable for our success.

Our Mission is to allow our clients to benefit from the greatest wealth transfer in human history through our sophisticated mathematical algorithms.

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    Zeroing in on Metals

    Following COVID stimulus measures, precious metals have seen an uptrend in price. Now that they have been consolidating, base metals have performed better. What's to ...
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    Negative Interest Rates: The Dire Consequences for People and the Economy

    Negative interest rates cement, indeed reward, inability to learn and undermine the sustainable foundations of productivity. The economy and financial markets are increasingly becoming zombified ...
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    / Research

    Economics of Negative Interest Rates

    Negative interest rates are a fact of reality today. But are they the natural course of economic history or rather an unintuitive result of central ...
    Read More
    / Research

    Zeroing in on Metals

    Following COVID stimulus measures, precious metals have seen an uptrend in price. Now that they have been consolidating, base metals ...
    Read More
    / Research

    Negative Interest Rates: The Dire Consequences for People and the Economy

    Negative interest rates cement, indeed reward, inability to learn and undermine the sustainable foundations of productivity. The economy and financial ...
    Read More
    / Research

    Economics of Negative Interest Rates

    Negative interest rates are a fact of reality today. But are they the natural course of economic history or rather ...
    Read More
    / Research
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