Best Portfolio in Category 'Balanced'
In a performance test by Swiss business magazin 'Bilanz', Lakefield Partners achieved the first rank in the risk category 'balanced'. The winning portfolio had a performance of 13.2% in 2012, while the average performance in the category was 6.2%.
The test compared real portfolios with comparable risk. The test and results were published in the article 'Geldkönige' of the 06/2013 issue of the magazin. Download 'Geldkönige' (Bilanz 2013)
Lakefield on CNBC
One of our partners, Bruno Verstraete, appears from time to time on CNBC, a well reknowned business channel to talk about Investment strategy.
You can click the link here to see the past appearances.
Lakefield Mentioned in Stocks
In the November edition of the Swiss Stocks magazine, there was an article about Lakefield Partners and our decision not to have any equity exposure.
You can click the link here to see the Stocks November 2012 article.
Anniversary of the Lakefield DRS Fund
Lakefield's Corporate Design
Lakefield Partners AG has a new look. Lakefield retained the services of Stefanie Häberli-Bachmann Visuelle Gestaltung (http://www.stefanie-haeberli.ch/) for the development of its corporate identity and corporate design.
Foundation of Lakefield Partners AG
In January 2012, Lakefield Partners AG was created through the joint effort of Matthias Hug (Hug Invest), Bruno Verstraete (Nautilus Invest) and Vinicio Marsiaj (Highgate Wealth Management AG).
Award as a Leading Independent Asset Manager
Swiss business magazine «Bilanz» tested a large number of independent asset managers in Switzerland. In this test, Hug Invest ranked among the top ten asset managers. Prof. Dr. Thorsten Hens, Head of the Institute of Swiss Banking at the University of Zurich, who developed the test stated: «The best independent asset managers are better than the banks».
The test and its results are documented in the article «Die Besten Unabhängigen» in the 18/2010 issue of the magazine (available in German languange only).