Lakefield Partners AG

Investment ManagementSwitzerland11-50 Employees

Our core competence lies in the field of dynamic asset management in equities, fixed income and cash. We systematically evaluate the investment environment for opportunities and threats.

The objective of dynamic asset management is to benefit from the periodic “good weather” conditions in financial markets, and to timely find shelter from the “storms”. To date, we have been successful in weathering such storms, as confirmed by our performance, the corresponding awards we have won and the long-term trust of our clients.

Lakefield Partners ensures the dynamic alignment of your portfolio with the prevailing financial market environment. Tactical portfolio decisions are geared towards maintaining steady performance. The consistent approach in our investment decision making prevents erratic responses to the various market scenarios, thus increasing the probability of sustainable and satisfactory returns. Amongst others, such decisions are made for

- the equity allocation of mixed portfolios,
- the risk profile of fixed income portfolios, and
- the choice of individual equity positions.

Our dynamic asset management is based on a proprietary quantitative investment model. Since 2002, our model assesses current and expected economic activity and investment risks and delivers a detailed portfolio allocation. The model was designed to capture and effectively “learn” from past market and economic data, such that over time it draws upon a wealth of data and experience to improve future decisions. Since 2002 our investors have been benefiting from a structured, dynamic investment decision process.

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