Responsibility and reliability in a non-binding world
We are conservative enough to stick to the tried and forward-looking enough to take into account the constant innovations on the investment markets and incorporate them into our portfolio design.
Michael Blank
Partner
- We see ourselves as entrepreneurs and are co-owners of the companies in which we invest. We therefore analyze and evaluate companies from a strategic point of view with long-term motivation
- We are an active asset manager who identifies and exploits opportunities in the market. Above all, we are interested in the following attributes in our investments:
- Structural growth
- Future-oriented
- Sustainability
- We focus on topics that we understand particularly well.
- We do not need to follow every trend, but we are open for new ideas and developments.
At home in
Switzerland
We represent the core values of Switzerland: independence, autonomy, quality thinking, traditional and future-oriented at the same time, high innovation, pragmatic.
As entrepreneurs we are well-connected and established in the Swiss industry and market.
In-house analyses of Swiss stocks are our core competence.
Globally
connected
Zurich is a hub of international asset management with expertise in global asset allocation.
We selectively include international companies with complementary orientations in our allocation in the Swiss domestic market, in order to leverage additional return potential.
In the international context, we favour investments in companies, markets and sectors with differentiated, structural growth.
The
Golden
Triangle
We manifest our investment principles in the Prio Partners Golden Triangle
We structure our portfolios in such a way that they can withstand different market phases. Like a skyscraper that stands on a stable foundation but needs flexibility in its structure to withstand storms.
Attractive value
We invest in high-quality companies at the lowest possible price. The market repeatedly offers opportunities to attentive investors.
Quality & Stability
Focus is set on quality of business models and balance sheets. As the quality of individual investments increases, so does the stability of expected returns.
Sustainable Growth
The best companies sustainably increase their results and benefit from structural growth trends.
How to invest with us?
- Liquidity
- Bonds
- Alternative Investments
- Stocks
Core Strategy Portfolio
The Prio Partners Core Strategy Portfolio combines proven Prio Partners investment strategies into a robust and conservatively managed core portfolio. The objective of this is to generate a steady and positive return over time. At the same time, the fluctuation range of the portfolio is kept as low as possible. The portfolio strategy is adapted to the individual needs of our clients and consistently implemented with a systematic and step‑by‑step approach.
Entrepreneur Portfolio
Equity Mandates Premium Selection Switzerland & Cuvée International
The focus of the entrepreneurial portfolio is on the selection of outstanding companies that we can buy at a discount and which operate in markets with structural growth. The attractiveness of each of our investments is analysed after a quantitative screening and based on a thorough company analysis. This is done using the three elements of the Prio Partners Golden Triangle: Quality & Stability, Attractive Value and Sustainable Growth.
- Building & Cities
- Water
- Agriculture & Food
- Energy
- Transportation
- Waste & Recycling
- Biodiversity
- Forests
Future Portfolio
By Groundlake Partners – The Sustainable Finance Idea Lab by Prio Partners
We invest in young, innovative companies in the green and clean tech sector which benefit from changing consumer and societal preferences. We manage the allocation as a concentrated portfolio with carefully selected individual stocks. The stock selection mainly comprises small- to mid-cap companies from emerging sectors with a background in green and clean technologies.