Kraemer, Schwab & Co. AG
Investment Management
CH-6304 Zug, Switzerland
Tel. +41 (41) 726 50 50  Dial Number
Spacer
En | De
Sitemap  |  Search  |  Contact  |  Imprint
Jolimont Value Fund

Investment Policy

 PDF Print E-mail

Investment objectives

The Jolimont Value Fund is a worldwide diversified Equity- and Bond-Fund. It is designed for the long term investor, who wishes to accumulate capital-appreciation and income with a low degree of volatility. The Fund is aimed to produce absolute returns.

Investment Policy

The Fund may invest worldwide in stocks and bonds. The Asset Manager of the Fund, Kraemer, Schwab & Co AG invests primarly in what they deem to be undervalued assets. The stocks are predominantly large-caps of European and US origin. The bonds are often of non-investment grade quality (BB+ and lower), also called high yielding bonds. Cash can also be held. The Fund may hold up to 40% in bonds (straight and convertible). No short-positions are being held.

Investment Restrictions

The Fund does not employ leverage. Derivative instruments which entail substantially higher risks, will not enter into the investment strategy. Diversification will be observed at all time.

Investment Risks

Despite the Funds' large diversification and prudent investment style, there will be a certain amount of volatility. It is indispensable to take certain risks. A past performance is never a guarantee for the future performance.

 

Some entities, services and products of the Kraemer, Schwab & Co. AG are not registered or licensed under applicable U.S., U.K., Canadian, Japanese or other financial services laws and regulations. Therefore, any person using this Site and in particular U.S., U.K. and Canadian persons are requested to contact the Kraemer, Schwab & Co. AG entity in their jurisdiction for information about products and services available in their jurisdiction.

 

Report

Annual Report 2010

Value Investing

About the long-term philosophy of Kraemer, Schwab & Co. AG

Get presentation (PDF) 

Warran Buffett

We simply attempt to be fearful when others are greedy and greedy only when others are fearful.

About Buffett...  

Benjamin Graham

You shoud look at stocks as small pieces of business. Look at (market) fluctuations as your friend rather than your enemy-profit from folly rather than participate in it.

About Graham...