Beisheim Holding
Strategy
Beisheim Holding in Baar is the investment company of the Swiss Beisheim Foundation. As long-term investors we have the remit of maintaining the foundation’s assets and generating sustainable returns.
We pursue a global, diversified investment approach and, together with economic factors, also consider ethical values.
We only manage the assets of our foundation and do not perform investment services for third parties. We are independent of banks and asset managers.
- Our investment strategy is regularly reviewed by our investment committee in a structured process. At least twice a year the strategic asset allocation is thoroughly evaluated and necessary adjustments are implemented.
- Our structured selection and review processes as well as professional investment controlling ensure quality in our selection of partners and investments. We invest solely in business and investment models that are transparent and verifiable.