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

Over the past decades, Haussmann has outperformed global equity markets indices through different cycles, with lower volatility
Upside capture: on average, 2/3 of equity markets upsides
Limited drawdowns: 1/3 of equity markets in periods of turbulence
Over the past 50 years, Haussmann has historically delivered an annualized return nearly double the MSCI World Index, with a lower volatility

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 16.01.2025

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. ”