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  • Asset Management | Pure Value Metrics AG | Schwyz, Switzerland

    PVM Global Equity Long +62.8% since 2016, with a 5.3% max annual drawdown Detailed Balance Sheet Analysis with an Algorithmic market timing model One of the World's only long Equity managers not to lose money in 2022 New! PVM Global Value Opportunites Long/Short +32% in 2022, +7.2% in 2023 Aug. 2022: we predicted on CNBC that Credit Suisse would need Government support to survive Click here to watch the video Low fees, no withdrawal costs or lock-up periods Pure Value Metrics works with a broad selection of clients including, Family Offices / UHNWI, Corporates and Private Investors to offer innovative Asset Management and Trading solutions. We also offer Multi Family Office solutions for those wishing to set up a new operation in Switzerland, with our our extensive contacts and experience with Swiss Banking infrastructure. ASSET MANAGEMENT Using our unique relative value based Investment Matrix we build investment portfolio's with superior metrics relative to main stream equity indices Discover PRIVATE BANKING ACCOUNTS Support whilst trading on a choice of industry leading platforms Discover PVM BITs Our daily round-up of Global Macro Market Trends and insightful news topics Subscribe Rate cut expectations Jan vs now / Metals tech update / SPX500 and VIX, as we head into month-end, key inflation data Friday, CB speakers, OPEC+ etc #Peakoil exp now 2034 / FED 1st cut pushed to Sep / SA elections / OPEC+ meeting / #TSLA / Key inflation data later on this week #NVDA beat / U.S & EU PMI beat estimates / Yellen substantial incr. in living costs / Copper use in National Grids upgrades Featured Content CNBC Interview - August 2022 PVM & Bloomberg on Global Macroeconomics

  • Asset Management

    ASSET MANAGEMENT Pure Value Metrics has defined unique logic in our approach to Asset Management, combining multiple factors in our search to provide long term value for our Clients. We currently have two different Portfolio offerings; firstly our classical unleveraged Long only Global Equity model (suitable for all investors), and an Equity & Precious Metals Long Short model, designed to generate double alpha (suitable for Professional and Institutional clients only). PVM Global Equity Long A Global Equity strategy focusing on quality and suitable for all investors from Retail to Institutional More PVM Global Value Opportunities Long/Short A Comprehensive Long-Short Strategy for Professional Investors More How to Invest with us Presently we only offer discretionary managed accounts with a starting Capital greater than 500k CHF (or equivalent). ​ If you would like to invest with us, express an interest in our listed offering, or for any other questions, please either use the contact button below or write to us directly at info@purevaluemetrics.com Our Investment Philosophy Investment Matrix Fundamental Design In 2015 we developed our dynamic Investment Matrix consisting of six fundamental variables, designed to identify value opportunities within Global Equities. ​ Our Investment Matrix is constructed to identify and establish sustainable value. There are many reasons why that value may also not be sustainable, such as changing consumer requirements or spending more on share buybacks than current cashflow permits, the PVM Investment Matrix reacts to these changes. Algorithmic Processes Systematic Throughout We utilize daily proprietary algorithmic screening, with a high degree of automation to analyze the global equity universe, monitor our Clients' Portfolios, and identify new opportunities. ​ Furthermore, we use algorithmic execution when buying and selling our clients' portfolios, where appropriate. Qualitative Rationale Deeper Understanding Driven by deep analysis of balance sheets and employing further levels of qualitative analysis, results in a thorough understanding of the companies we invest in. We consider factors, such as; the mix of Goodwill and Intangibles to Net Equity, tracking deviations from recognized Accounting Standards​ and taking a broader view of the global economic landscape. Robust Returns, less Risk Better Together The combination of quantitative systematic analysis, overlaid with qualitative reviews and active management within clearly defined parameters, results in an investment model which is both robust and not easy to replicate. Stable returns are achieved by taking less investment risk, at higher valuations. Investment Process We believe that an uncompromising investment process is a key component in delivering consistent returns. Consistent Systematic Valuation Analysis of Balance Sheet and Global Macro Trends PVM Investment Process

  • About | Pure Value Metrics AG

    ABOUT US What We Do We provide an extensive range of Relationship Management support services to our clients based around our two main product offerings in Asset Management and Personal Trading in financial markets. This begins with our Daily PVM "Bits" Macro blog, account opening support, assistance with product execution, where required, under a limited power of attorney, help with the transfer of cash and securities positions, and the provision of a tax return for your assets held via Pure Value Metrics at our Banking partner platforms in your name. Who We Are Elke Balters Compliance Officer Qualified Lawyer Read More Stephan Collet Chief Executive Officer Expert in global macro and derivative products Read More Alison Lazerwitz Non Executive Director Legal & strategy advisor Read More ProCloud AG Information Technology Provider Cloud Services and Cyber Security Read More Richard-Mark Dodds CIO & Chairman Detailed knowledge of fund management portfolio construction, accounting and treasury operations management. Read More SwissComply Compliance ICS Specialising in Finma Compliance Read More What we believe In Corporate Responsibility As a forward-looking Asset Manager, we understand that the world's resources are finite and so we look for opportunities to invest in companies, which use these efficiently. Values Whether it be from our Management and Performance fees on our managed accounts or the execution pricing on our Self Trading platform to a core principle within our investment process; value for our clients is fundamental to our identity. Transparency You're in control; with our partners you have full access to either trade directly or view your account in 'real-time' at anytime. ​ If your account is managed you will able to view our pending orders; so you can see what we are looking to buy, and at what price. Sustainability An ever present reality is global population expansion and the effects that it will have on the environment in which we live. ​ Therefore, it is essential that the companies behind the stocks in which we invest also share our ethical values to provide positive change to global infrastructure.

  • PVM Global Value Opportunities Long/Short

    PVM Global Value Opportunities Long/Short PVM Global Value Opportunities Long/Short This strategy provides a unique approach to capitalizing on both rising and falling markets by employing a combination of long and short positions. Based on our Investment Matrix, the strategy begins with a rigorous assessment of macroeconomic trends, industry analysis, and fundamental company research. It emphasizes the identification of key catalysts and market inefficiencies to identify undervalued and overvalued securities. The strategy identifies fundamentally strong companies with solid growth prospects, robust financials, and competitive advantages. Rigorous analysis is conducted to evaluate the company's management team, industry dynamics, and potential catalysts that could drive future growth. The strategy also focuses on identifying overvalued or fundamentally weak companies that are likely to face challenges or experience declining performance. Thorough analysis is conducted to pinpoint factors such as excessive valuations, deteriorating financials, or unfavorable industry trends. The strategy emphasizes dynamic portfolio construction, regularly reassessing and adjusting positions based on changing market conditions and new investment opportunities. This adaptive approach ensures the portfolio remains aligned with evolving market dynamics. By employing a disciplined approach to long and short investing, this strategy aims to generate superior risk-adjusted returns in both bull and bear market environments. Additional Information Management Fee 0.84% annual (debited monthly) Performance fee 10% high watermark (debited monthly) No withdrawal fees No lock-up periods Suitable for Professional and Institutional Clients only Presentation Button Button Contact

  • Personal Trading | Pure Value Metrics AG

    PRIVATE BANKING TRADING ACCOUNT Take advantage of our Market Expertise and Support whilst trading on industry leading platforms PVM offers you a professional trading experience; whether you are an active trader or prefer to take a more passive approach to investing; trade online with our partners award-winning platform's safe in the knowledge that PVM is there to support and guide you every step of the way. For an instant simulation and to get a feel for the Platform, click the button below (note: trading not enabled). Simulation For a more detail experience to simulate execution and order fulfilment create a demo profile by clicking the button below. Platform Why trade with Pure Value Metrics Combining relationship management services with online execution platforms ​ We assist with Client account set up, transfer of assets, execution through a limited power of attorney and tax returns ​ We do not mark-up any fees for these services ​ Be part of something larger - leverage us to achieve your goals Professional Tools Utilise our Partners multi-award winning platforms to enhance your trading experience ​ Take advantage of advanced charting tools, option chains and algorithmic order execution ​ Try 3rd party integrated technical strategies and conditional orders. Wait for the level in EURUSD and execute a straddle in Gold Access a huge array of Asset Classes and over 30,000 individual instruments Trading Products

  • Employees

    MANAGEMENT TEAM Elke Balters Compliance Officer Qualified Lawyer Read More ProCloud AG Information Technology Provider Cloud Services and Cyber Security Read More SwissComply Compliance ICS Specialising in Finma Compliance Read More Alison Lazerwitz Non Executive Director Legal & strategy advisor Read More Stephan Collet Chief Executive Officer Expert in global macro and derivative products Read More Richard-Mark Dodds CIO & Chairman Detailed knowledge of fund management portfolio construction, accounting and treasury operations management. Read More

  • PVM Global Equity Long

    PVM Global Equity Long PVM Global Equity Long Our Global Equity Long model offers a comprehensive investment strategy, suitable for Retail, Professional and Institutional Clients. Focusing on the importance of balance sheet analysis in equity investing our strategy aims to maximize long-term wealth creation by identifying financially strong companies with sustainable growth potential. The strategy places significant emphasis on fundamental analysis, particularly on balance sheet assessment. By analysing a company's financial statements, and systematically evaluating key metrics defined within our Investment Matrix , such as liquidity, price to earnings ratios, and dividend yields, helps us identify companies with robust balance sheets, strong capital structures, and good financial health. Focusing on financially strong companies, the strategy seeks to identify investments that can weather short-term market fluctuations and deliver sustainable long-term returns, which is proven through our track record. We do not take a contrarian view, nor are we locked to any specific countries our sectors; our Investment Matrix seeks quality and consequently allows the construction of well-diversified portfolios. Our goal is to generate long-term wealth while effectively managing risk. Additional Information Management Fee 0.84% annual (debited monthly) Performance fee 10% high watermark (debited monthly) No withdrawal fees No lock-up periods Suitable for Retail, Professional and Institutional Clients. Presentation Button Button Contact

  • Contact | Pure Value Metrics

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  • FAQs | Pure Value Metrics AG

    Frequently Asked Questions Can I have both an Asset Management and Trading account Yes, we can manage a portion of your wealth through our Matrix strategy leaving you free to make your own investment decisions on your Trading Account. If I opt for an Asset Management account is it part of a fund? Typically we offer individual account management, where you are free to customise your portfolio through individual instrument, Sector, Industry and / or Region restrictions. You may also specify your prefered FX hedge ratio's. Depending on the size of the investment a fund structure is possible. Is there a minimun investment amount? Yes - typically we do not accept portfolios smaller than 500k CHF; however depending on your personal circumstances we would always encourage discussion. Are there restrictions for Funding and Withdrawals? You can only make 1st party payments i.e. funds must be sent from an account in your name; the same is true in reverse. Who is my custodian? We offer a choice of custodians, presently either Saxo Bank (Swtzerland) Ltd or Corner Bank AG. However, depending upon your personal circumstances and trading requirements we can work with you to facilitate alternative venues. What about Counterparty Risk? Saxo Bank (Switzerland) Ltd and Corner Bank AG are regulated by FINMA and a member of the CHF 100,000 cash deposit guarantee. Both offer tier 1 capital ratios with Corner Bank AG being one of the highest in Swtzerland www.esisuisse.ch Why do I need to sign a Limited Power of Attorney (LPoA) with PVM In order to be incorporated within PVMs structure it is necessary to sign an LPoA; this enables us to provide our services at your discretion

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