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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzIntelligent Investor AG
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Intelligent Investor AG

Summary

About the company

The core activity of Intelligent Investor AG is investment consulting for institutional clients, specializing in Value Investing based on the principles of Benjamin Graham, Warren Buffett and Charlie Munger. The focus is on strategic asset allocation and the evaluation of the intrinsic value of companies, particularly listed companies in developed markets, with a focus on the USA.

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Investment advisory for institutional clients
Certified investment advice for institutional clients focusing on value investing, selection of listed companies, and sustainability checks for potential investments.
Value investing strategy
Investment philosophy based on Graham, Buffett and Munger, focusing on understandable business models, competent management, competitive advantages, a strong balance sheet and a high margin of safety.
Sustainability checks for investments
Sustainability tests for potential investments with exclusion criteria, Best-in-Class ESG score comparisons, and review of CO2 intensity.

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Secure profile

Location

Churerstrasse 47
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-257.518.815
Founded
2020 · 6 years
Last commercial register change
October 21, 2020
Employees
1 to 10

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