Black Swan Resilience
Invest in financial markets and obtain data-driven solutions for optimal decision-making
Products
BSR Umbrella Fund ® US Equities
Modern management and scientific analysis approach adapted to a changing world. Contractual fund under Swiss law
The investment process of the BSR Umbrella Fund US Equities is based on a multi-criteria quantitative approach
It combines advanced statistical analysis with fundamental asset evaluation. Portfolio construction is based on dynamic macro-sector allocation. This methodology enables a robust selection of assets while optimising management against extreme risks.
Selection
A scientific and proprietary approach to selecting the strongest and most promising companies in the US market.
Allocation
Intelligent sector allocation, guided by comprehensive economic analysis to keep pace with major market cycles.
Compliance
A fund that complies with Swiss pension fund requirements (BVV2), suitable for both institutional and private investors.
Risk
Our risk management is based on the study of market connectivity: we calibrate weightings and diversification to limit the influence of overly interconnected assets and reinforce portfolio stability. We use our expertise to protect our clients against extreme risk.
We identify companies with a distinctive profile and solid fundamentals in their sector, giving them a sustainable advantage.
Your investments managed with Swiss precision and reliability
Active Management
The portfolio is strategically structured, with macroeconomic and sector exposures managed according to the long-term equilibrium value. Management is based on quantitative analysis, not emotion.
Sectors
We adjust our sector allocations according to economic cycles. This top-down approach enables us to anticipate regime changes and manage risk more effectively.
Data Science
At BSR, we believe that investing should be based on facts, not intuition. Our approach combines company, market and business cycle analysis with objective data to build a coherent, balanced portfolio that is resilient to shocks.