XANTOS
RARE
Turk’s Cap Lily – eine seltene Blume aus der von Mythen umwobenen Gegend des Pizols, der Heimat von Wyss & Partner.
Exclusive access to unique, global small and medium-sized growth pearls. This is Xantos – a rare opportunity.
Dynamic and Xantos
Every day, we invest our knowledge, experience, and conviction into our funds.
For investors seeking a broader, diversified investment solution, our answer is Dynamic. With our three strategy funds — W&P Dynamic Growth CHF, W&P Dynamic Growth USD, and W&P Dynamic Balanced USD — we offer our clients access to a clearly structured investment philosophy based on in-house research.
For investors looking for an equity fund that provides access to smaller global hidden champions — companies successfully operating in growth sectors, often positioned second or third within a value chain, or offering independent, high-quality end products in attractive niche markets — our small and mid-cap fund Xantos is the ideal choice.
Distinctive Features of Our Funds
Xantos: The Equity Fund
Dynamic: Our Strategy Funds
Small & Mid Caps
Publicly Listed Companies Worldwide
- Focus on small and mid-sized companies (Small & Mid Caps) worldwide
- Small & Mid Caps achieve higher risk-adjusted returns than large caps over the long term
- Global blue-chip stocks with established, successful business models
- Focus on structural developments and sustainable competitive advantages
- Government and corporate bonds from high-quality issuers
- Focus on strong balance sheets and stable earnings
Investment Strategy Xantos
Investment Strategy Dynamic
- Focus on markets and industries with high growth potential
mit hohem Wachstum - Focus on specialized companies with significant growth opportunities
- Focus on companies benefiting from structural trends or transformation
- Focus on companies with attractive business models that create added value for shareholders
- Global investment portfolio with diversified asset allocation across equities and bonds
- Returns from capital gains as well as interest and dividend income
- Alternative investments for diversification and stabilization
- Reference currency can be CHF or USD
- Available strategies: Balanced and Growth
