Preserve and Grow Your Wealth
Bruegger Invest builds portfolios of analogue world (physical) equities, resilient compounders, and emerging leaders to deliver superior risk-adjusted returns through uncertain regimes.
Our Investment Strategies
Core Reserve Cash Account
Preserve capital through a disciplined portfolio of analogue world equities. This actively managed strategy focuses on high-quality real-world businesses with durable cash flows and strong balance sheets, designed to provide resilience across inflationary and uncertain regimes while delivering measured long-term growth.
Risk Profile: Low.
For conservative investors seeking stability, robust inflation protection, and steady capital growth through assets with intrinsic value.
Core Reserve Margin Account
Gain flexibility through a dynamically managed portfolio of analogue world equities. The margin structure enables tactical positioning and opportunistic allocation while maintaining a disciplined focus on capital resilience and risk control through volatile market environments.
Risk Profile: Moderate.
For investors seeking enhanced return potential through greater flexibility, combining resilient real-economy exposure with tactical market opportunities.
Core Stability Growth Cash Account
Build wealth with a diversified strategy featuring a permanent dynamic allocation to hard-asset exposure for resilience against inflation and systemic risks. The portfolio invests in global market leaders with strong cash flow growth and select disruptors poised for expansion.
Risk Profile: Low.
Designed for investors seeking balanced growth, capital preservation, and diversified exposure to established and emerging innovators.
Core Stability Growth Margin Account
Achieve balanced growth with a diversified portfolio anchored by a permanent dynamic allocation to hard-asset stocks for constancy. Investments in global market leaders and emerging disruptors are enhanced by margin flexibility, with selective hedging to manage risk and preserve capital.
Risk Profile: Moderate.
Ideal for investors seeking growth, capital preservation, and exposure to established and innovative companies with moderate risk.
Stability Growth Accounts (Moderate Risk)
Stability Growth Cash Account
Pursue long-term growth with an equity-only portfolio of global market leaders with consistent cash flow and innovative disruptors. Opportunistic hedging enhances stability, supported by active management to navigate market volatility.
Risk Profile: Moderate.
Suitable for investors seeking capital growth with moderate volatility, comfortable with a long-term horizon.
Stability Growth Margin Account
Amplify growth with an equity-only portfolio of global market leaders and high-potential disruptors, using opportunistic hedging for stability. Margin flexibility enables timely opportunities, with selective hedging to manage risk.
Risk Profile: Moderate.
Ideal for investors seeking higher growth with managed volatility, valuing margin flexibility and long-term returns.