Anlageziel Beauregard Capital SICAV US Equity Paradigm Fund A CHF Fonds

The objective of the Sub-Fund is to build a high quality portfolio of US listed companies with a market capitalisation typically bigger than USD 2 bn. The Sub-Fund aims at outperforming the S&P 500 by 2% per annum net of fees with less volatility. The strategy to achieve those results is to select a concentrated portfolio of stocks generating high level of free cash flow in good and in bad times. The investment manager uses first a top down approach to screen US listed stocks trading on low FCF multiples. Then the resilience of those cash flows is assessed in various economic scenarios to reduce the risk of the portfolio. For that purpose, the investment manager uses a proprietary sector roadmap statistically assessing the performance of different sectors depending on the economic cycle. Finally, qualitative factors such as management, brands etc are taken into account to come to a relatively concentrated portfolio of high quality companies.