Long-term: Bernstein Value & Income Portfolio / Short-term: Accumulating Interest - Cash Deposit Certificates

 

 Funds

 

Two solutions for different needs - connected by jointly creating economic value

Long-term:

The BVIP investment approach combines time-tested principles of value investing (first esta-blished by Benjamin Graham, successfully implemented by Warren Buffett) with modern investment management tools

BVIP

We have been investing our own funds following the "Ten Commandments" since 2011, consistently generating yields of 10% and above. The hurdle rate of the BVIP is 8%. Our May return was -0.15% while 2019 gross return stands at 27.75%.

Short-term:

We have set-up a program for short-term cash investments for flexible durations from one to twelve months at competitive rates. The investment program is called "ACI-DC", which stands for Accumulating Cash Interest Deposit Certificates

AI-CDC

The edge of the Accumulating Cash Interest Deposit Certificates ("ACI-DC") is the payment of bonus interest in case the initial placement period is extended. The bonus increases with each prolongation. Details are presented hereafter …

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Bernstein Value & Income Portfolio ("BVIP")

Introduction

The BVIP investment approach combines time-tested principles of value investing (first esta-blished by Benjamin Graham, successfully implemented by Warren Buffett) with modern investment management tools. We have been investing our own funds following the "Ten Commandments" since 2011, consistently generating yields of 8% and above. Our 2015, 2016, 2017 and 2018 returns were 8.86%, 10.52%, 8.33% and -4.49%, respectively. Our 2019 return YTD (per 31 May) has reached 27.75%.

How to Invest

The investment process for the BVIP is very straightforward and simple. There are just a few steps to be taken. Please contact us for a free consultation or just press the link here to the right …

 

Contact

Accumulating Cash Interest - Deposit Certificates ("ACI-DC")

Introduction

If you invest cash for the short-term you usually do not know exactly when you need it back. If you deposit your cash for 2 or 3 years, you may need it back earlier. If you deposit it with the option for immediate withdrawal you usually get only nominal or no interest. The ACI-DC address that issue: you deposit the money with a term of only one month, i.e. you can get all of it back at the end of each month. If the money stays with us longer, we pay a bonus interest on the remaining balance. The longer the money is invested - the better the return. That is how it should be: full flexibility and rewards if you keep the money longer ...

How to Invest

The investment process for the AIC-DC is very straightforward and simple. There are just a few steps to be taken. Please contact us for a free consultation or just press the link here to the right …

 

Contact