St. Columbanus offers the following four strategies as a foundation for a client tailor-made portfolio. Each client’s portfolio will differ based on his unique situation and objectives within the parameters of the client selected investment strategy. Account size is an important factor in portfolio design. For accounts with portfolio values of less than CHF 500.000 optimum asset allocations are harder to achieve.
Columbanus uses a disciplined investment process supported by quantitative tools for stock selection, portfolio construction, and portfolio risk control. In addition, Columbanus engages in fundamental research as part of the securities selection process.
