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Estoppey Value Investments

Self owned; Founded in 2017
1 - 5 employees

6 followers

Notes

Relationship history

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Investor profile

When investing, I focus on a value-oriented approach. In a long-term practical test, value investing has proved its worth and achieved high returns. These excess returns were also scientifically proven as the so-called "Value Premium" by Professors E. Fama and K. G. French. In other words, higher returns are possible through consistent, value-oriented investment.


Investor type

Investing in own interest and as investment consultant


Website of the investment department


Investment interests

Asset class

Equity,  Fixed income,  Multi-asset


Investment vehicle

  • Pooled investments
  • Foundations
  • Investment club
  • Direct investments
  • Segregated/managed accounts
  • All types of segregated accounts
  • Structured products
  • Investment products
  • Leverage products
  • Derivatives (non-structured products)
  • Options
  • Other investment vehicles


Investment region

  • Global
  • Global diversified markets
  • Global diversified
  • Global developed markets
  • Global developed markets diversified
  • Global emerging markets
  • Global emerging markets (diversified)
  • Global frontier markets
  • Global frontier markets (diversified)
  • Global non-classified markets
  • Global non-classified markets diversified
  • Europe
  • Developed European countries
  • Europe diversified
  • European diversified markets
  • Europe diversified
  • Frontier European countries
  • Frontier European countries diversified
  • Emerging European countries
  • Emerging European countries diversified
  • Non-classified European countries
  • Non-classified Europe diversified
  • Asia
  • Diversified Asian markets
  • Developed Asian countries
  • Emerging Asian countries
  • Frontier Asian countries
  • Non-classified Asian countries
  • MENA
  • Diversified MENA Markets
  • Developed MENA countries
  • Frontier MENA countries
  • Emerging MENA countries
  • Non-classified MENA countries
  • Australia and Oceania
  • APAC developed markets
  • APAC diversified markets
  • APAC non-classified markets
  • North America
  • Developed Northern American countries
  • Diversified Northern American markets
  • Emerging Northern American countries
  • Non-classified Northern American countries
  • South America
  • Diversified Southern American markets
  • Emerging Southern American countries
  • Frontier Southern American countries
  • Non-classified Southern American countries
  • Sub-Saharan Africa
  • Emerging Sub-Saharan countries
  • Diversified Sub-Saharan markets
  • Frontier Sub-Saharan countries
  • Non-classified Sub-Saharan countries
  • Central America and the Caribbean
  • Diversified CAC countries
  • Emerging CAC countries
  • Frontier CAC countries
  • Non-classified CAC countries


Investment focus

  • Not relevant/no specific focus
  • Sustainable Investing
  • Negative Screening (SRI Exclusion Criteria)
  • Impact Investment
  • Medical Research
  • Employment Generation
  • Access to Basic Services
  • Access to Finance
  • Sustainable Consumer Products
  • Green Technology/Cleantech
  • Environmental Markets and Sustainable Real Assets
  • Thematic Investments
  • Strategy (Outcome-Oriented)
  • Risk-Based
  • Return-Based
  • Efficient Portfolios
  • Underlying Company Focus
  • Market Cap Focus
  • Blue Chips
  • Midcap
  • Small Cap
  • Quality Factors
  • Financial Quality
  • Other Quality Factors
  • Enhanced Indexing
  • Dynamic Indexing


Investment process

  • Not applicable/relevant
  • Active investments
  • Active selection
  • Passive investments
  • Synthetic Replication
  • Physical Replication


Trading/liquidity type

  • Off-exchange traded
  • Primary market
  • Direct search market/Private trading
  • Private placements
  • Exchange traded
  • Exchange traded
  • Not relevant


Required investment set-up


We only consider investments without the use of

Derivatives, Short selling, Securities lending


Considered legal/investment requirements

The investment should be available for

Qualified/accredited investor from: Switzerland NonQualified/retail investor from: Switzerland


Retrocessions

Investments should not be retrocession enabled


Track record

The inception date should be before

Aug 01, 2013


Team