Since Abegg & Co’s establishment in 1885, the family has invested primarily in Swiss companies. Today, the public strategy has a long-term focus with a strategic (> 3% ownership) or passive approach with the target of creating a well-balanced dividend-yielding portfolio. Although considered the liquid part of our strategy, we have a relatively static portfolio of strategic positions, which are actively monitored and managed for optimization.
Our commitment to transparency ensures that our equity selection process maintains the highest standard of environmental, social, and corporate governance. Through Credit Suisse, and in partnership with MSCI, we conduct a thorough portfolio sustainability check to maintain full compliance with MSCI investment standards.
Developing a well-rounded portfolio with high dividend-yielding stocks that align with our values in environmental, social and governance performance.
As part of our exposure and risk monitoring, we continually rebalance our portfolio according to strict asset allocation guidelines. In addition to our core strategy, we allocate a smaller percentage to a growth strategy while investing in emerging public Swiss companies that contribute to social responsibility and further the wellbeing of society.