Message from Our CEO

Dear Investors,

At Bruegger Invest, our mission is to deliver lasting, market‑leading returns through a method of small steps—disciplined, incremental gains that compound powerfully over time. This approach has enabled us to generate positive performance even in environments where underlying markets faltered.

Our investment philosophy is anchored in a macro perspective guided by global liquidity dynamics. From this foundation, we focus on three essential questions:

• Where to deploy capital across geographies, markets and sectors.
• When and how much to invest—whether to be fully invested or hold cash tactically.
• What assets to own—balancing long‑term protection with growth opportunities.

To answer these, we apply a risk‑tiered framework:

• Gold as Core — a hedge against currency debasement and a foundation of portfolio resilience.
• Global Leaders — established companies with continuous cash flow growth that provide compounding stability.
• Emerging Disruptors — innovative firms with the potential to become the next generation of global leaders.

This philosophy is reflected across all portfolios we offer:

• Stability Growth Accounts — focused equity strategies targeting global leaders and tomorrow’s disruptors.
• Core Stability Growth Accounts — equity exposure enhanced with a structural allocation to physical gold.
• Gold Reserve Accounts — direct exposure to physical gold as a long‑term portfolio anchor.

At Bruegger Invest, discipline, adaptability, and transparency define our work. I invite you to explore how our strategies can help you preserve and grow wealth with resilience and consistency.

Sincerely,

Urs Bruegger
CEO, Bruegger Invest Limited