Haussmann

Fund profile

Investment objective: to deliver long-term risk adjusted capital growth through investments in talented and independent money managers.
Investment philosophy: to select “individual talents” with an active investment management approach.
Most selected managers combine maximum flexibility with strict risk management and aim at high returns.
Meaningful participation in up markets while resilient protection in down markets, without the constraints of formal benchmarks.

Founded in 1974 by the Worms Group and NS Partners, Mirabaud. Banca del Ceresio joined in the early 80’s.
Haussmann is advised today by representatives of NS Partners Group, Mirabaud Asset Management, and Ceresio Investors, with the support of Bordier & Cie.
Investment committee has shown the ability over decades to adapt to an ever-changing investment environment while remaining true to its original, simple and successful philosophy.

It is possible to find money managers with superior skills and talents that can generate above average risk-adjusted returns over time.
Haussmann can be considered as a substitute to risk for global portfolios, rather than a complement to other risky investments.

Since its inception, more than 50 years ago, Haussmann has successfully navigated markets through different cycles.
Haussmann has delivered closed to 2 times the return of the MSCI World Index with lower volatility.
Upside capture: on average, 2/3 of equity markets upsides.
Limited drawdowns: 1/3 of equity markets in periods of turbulence.

Global exposure to equities, through over 30 managers.
Diversity of investment styles and asset classes.
Bottom-up talent-driven manager selection.
Emphasis on alignment of interests with portfolio managers.
Main focus on equities and directional macro strategies in both developed and emerging markets.
Monthly liquidity maintained since inception.

Last update 18.09.2025

One of the oldest multi-manager funds on the world, with a 50+ years track record
Access to exclusive managers (over 2/3 of the portfolio is invested with closed or soft-closed funds)
Stellar compounded returns since inception
Focus on capital preservation
Monthly liquidity, successfully maintained even in stress periods over the past 50 years

“ Haussmann gives a wider public access to sophisticated investment strategies that can generate positive returns even when markets are not rising. ”

Cédric Dingens