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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.
contact usTechnology
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.
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
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 8.43% | 7.45% | 3.72% | -0.28% | -0.2% | 2.49% | -2.76% | -2.16% | -0.31% | 16.92% | |||
| 2020 | 2.78% | 3.38% | 9.13% | 7.18% | 6.69% | 1.17% | 5.32% | 4.27% | -4.16% | 3.66% | 8.61% | 5.04% | 66.97% |
| 2019 | 0.80% | 2.52% | 1.15% | 2.91% | 4.63% | 3.92% | -2.97% | -2.74% | -1.29% | 0.55% | 1.86% | 0.07% | 11.65% |
| 2018 | 7.01% | -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
| ISIN | CH0596276250 |
|---|---|
| Valor | 59627625 |
| Bloomberg | ID CH0596276250 |
| Currency | CHF |
| NAV | 967.27 |
| Subscription | Daily |
| Min. Subscription | 1 Certificate |
| Maturity | Open-end |
| Management Fee | 0.50% p.a. |
| Performance Fee | 20% (HWM) |
Cumulative Performance (%)
| Last month | -0.31% |
|---|---|
| Last 3 months | -5.15% |
| Last 6 months | -3.25% |
| YTD | 16.92% |
| Since inception | 135.87% |
| Average % p.a. | 25.54% |
Risk Metrics
| Sharpe Ratio | 2.09 |
|---|---|
| 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
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 17.34% | 12.88% | 6.51% | -0.35% | -0.28% | 5.81% | -6.84% | -4.39% | -0.55% | 31.39% | |||
| 2020 | 9.02% | 8.92% | 18.52% | 20.96% | 18.00% | 4.37% | 13.91% | 12.35% | -12.52% | 5.37% | 24.00% | 13.15% | 246.97% |
| 2019 | 3.35% | 6.93% | 1.12% | 6.47% | 8.32% | 11.14% | -9.53% | -9.75% | -0.76% | 1.72% | 4.47% | -4.09% | 18.30% |
| 2018 | 16.13% | -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
| ISIN | CH0596276268 |
|---|---|
| Valor | 59627626 |
| Bloomberg | ID CH0596276268 |
| Currency | CHF |
| NAV | 934.12 |
| Subscription | Daily |
| Min. Subscription | 1 Certificate |
| Maturity | Open-end |
| Management Free | 1.50% p.a. |
| Perfomance Fee | 20% (HWM) |
Cumulative Perfomance (%)
| Last month | -0.55% |
|---|---|
| Last 3 months | -11.42% |
| Last 6 months | -6.86% |
| YTD | 31.39% |
| Since inception | 519.17% |
| Average % p.a. | 62.14% |
Risk metrics
| Sharpe Ratio | 2.01 |
|---|---|
| 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
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 24.50% | 24.33% | 11.40% | -1.89% | -0.22% | 5.47% | -11.50% | -6.23% | -3.28% | 42.91% | |||
| 2020 | 24.85% | 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% |
| 2018 | 31.07% | -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
| ISIN | CH0596276243 |
|---|---|
| Valor | 59627624 |
| Bloomberg | ID CH0596276243 |
| Currency | CHF |
| NAV | 833.37 |
| Subscription | Daily |
| Min. Subscription | 1 Certificate |
| Maturity | Open-end |
| Management Free | 2.0% p.a. |
| Perfomance Fee | 20% (HWM) |
Cumulative Perfomance (%)
| Last month | -3.28% |
|---|---|
| Last 3 months | -19.73% |
| Last 6 months | -17.12% |
| YTD | 42.91% |
| Since inception | 809.73% |
| Average % p.a. | 79.55% |
Risk metrics
| Sharpe Ratio | 1.42 |
|---|---|
| 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.
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.
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.
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).
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.
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.
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.
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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Insights
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Research
Updates
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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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
Read More
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
Read More
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
Read More
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
Read More
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