Investment Principles

Investment Principles

Swiss Merchant Group's investment strategies adhere to five inter-related principles: Flexibility, Innovation, Risk Management, Discipline and Transparency. Individually, each principle represents a smart approach to profitable asset identification and management. Collectively, they are a best-in-class strategic approach that allows us to successfully deploy capital and human resources in diverse market conditions across a variety of geographic regions and investment sectors.

Flexibility

We take great pride in our team’s speed and dexterity in applying its expertise to pursue investments in any market cycle, geography or sector. We focus on operational outcomes and are not exclusively focused on any sector or category, our investment teams have the freedom to seize and decide the right opportunities. Investments are made on the basis of their own merit and whether they complement the overall portfolios of the firm’s funds and accounts. Any investment or bond purchase will be accounted in the relevant genuine currency.

Innovation

Drawing on our management experience and financial acumen, our investments reflect a Firm-wide fluency in both complex financial strategies and operational requirements and execution. Implementing our unique global network, focusing on access to our core competence opportunities, Swiss Merchant Group provides best in class solutions for our portfolio entities and bondholders.

Risk Management

We are deeply committed to protecting our investments and bondholders through comprehensive modern risk mitigation. Our business model is rooted in vigorous due diligence, strict compliance and the application of efficient, creative and customized deal structuring solutions. Investments undergo rigorous valuation analysis and are constantly monitored by our operations and investment professionals, and an independent valuation team.

Discipline

Swiss Merchant Group is a steadfast deep-value investor; we are rigorously disciplined about where and how we invest. Our investments do not rely on macroeconomic improvement or industry multiple expansion as cornerstone investment principles. We grow our portfolio based typically on rigorous analyses of actual value and conservative projections of the opportunity for value creation through operational efficiencies. Most importantly, we invest where we can leverage our operational and financial experience to achieve the greatest impact.

Transparency

We demand a culture of strong corporate governance and an unwavering commitment to financial and operational transparency and best practices. Any charges to related investments are clearly disclosed and are structured to align its interests with its investors and encourage strong performance.