Our Approach: A Blend of Strategies
Bergvia has a diversified and flexible approach to navigating the complexities of the global markets. We blend investments in Real Estate, Public and Private markets with Direct Ownership of operating businesses.
Mandate
Capital: proprietary, single-family
Horizon: long-term / multi-cycle
Strategy: public markets, private markets, real estate; selective direct ownership
Geography: Switzerland and Europe, with global exposure through public markets
Not in scope: third-party capital, fundraising, public solicitation
Public Markets: We invest in global listed equities and fixed income with patient capital focused on sustainable value creation. Our equity strategy is to be long-term owners of high-quality, well-managed businesses with durable competitive advantages and strong fundamentals. We prioritize deep research over reacting to short-term market volatility. In fixed income, our approach centers on capital preservation and stable income generation.
Real Estate: We invest in Real Estate for its tangible nature, stable income, and long-term appreciation. Our strategy focuses primarily on residential and commercial properties in Switzerland, avoiding speculative markets. Bergvia invests both directly and through trusted partnerships with specialized local developers.
Private Markets: We partner with a select and small group of asset managers in Switzerland and Europe. These relationships provide us with deep sector knowledge and access to a broad universe of opportunities in Private Equity, Venture Capital, Infrastructure and Real Assets.
Direct Ownership: Reflecting our entrepreneurial heritage, Bergvia also directly acquires, develops and nurtures operating businesses. In these ventures, we take an active, hands-on role, providing strategic guidance and patient capital to help strong management teams achieve their full potential. Our focus for direct investments is on Circular Economy, Beauty & Cosmetics, HealthTech and Digital Innovation.
Risk Philosophy
Our main objectives are capital preservation and long-term sustainable growth. We maintain disciplined liquidity buffers, avoid excessive leverage and favour investments with resilient fundamentals. Every allocation decision is assessed through long-term scenarios, not short-term cycles.
Due Diligence Approach
For private and direct investments, we follow a structured process combining financial analysis, sector research and qualitative evaluation of people, governance and long-term alignment.
Disclaimer: Nothing on this website constitutes investment advice, an offer, or a solicitation to buy or sell any security or to enter into any investment relationship.