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Gain insight into the values that frame our thinking and drive our decisions at Pure Value Metrics Meet the Team We provide a full range of services with relationship managment support. Our complimentary Daily PVM "Bits Blog" keeps you in touch with global markets. Team Our Team of seasoned industry experts with over 75 combined years of banking, investment and compliance experience are at your disposal Stephan Collet Chief Executive Officer Richard-Mark Dodds Chief Investment Officer Elke Balters Compliance Officer Alison Lazerwitz Non Executive Director Our Service Providers Swiss Comply Compliance ICS ProCloud AG Information Technology Provider Our Custodian Bank Partners Saxo Bank Switzerland Bank J. Safra Sarasin UBS AG Our Values 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. Value 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. Transparency 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. 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.

Pure Value Metrics AG is a Global Equity Asset Manager based in Pfäffikon Switzerland specializing in Trusts Welcome to Pure Value Metrics Pure Value Metrics works with a broad selection of Global clients including, Family Offices / UHNWI, Corporates and Private Investors to offer innovative Multi-Family Offices Services, including Trusts with the Geopolitical Security of the assets in Switzerland, Asset Management and Trading solutions. Relative Value investing anchored by detailed balance sheet analysis PVM is an asset manager with a unique Investment Matrix dynamic portfolio selection process, which involves targeting single value stocks and then taking a deep dive into their balance sheets for financial robustness and then assessing their relative value both against their competitors and themselves, to determine the investment entry and exit point. PVM BITs BLOG Our daily round-up of Global Macro Market Trends and insightful news topics are offered with a free subscription Subscribe Blog Credit markets cracking / ME war:no sign of easing / Hormuz still blocked, WTI $100 again / Risk under pressure=USD bid Private credit is the new subprime / WTI back to +$90..ships hit in Hormuz / Market outcomes ALL a function of duration Trump TACO'ed early..now a war he can't win and can't end? / Crude up & down 25%, risk rallies back, USD softens again Media Apperances PVM CIO on CNBC PVM & Bloomberg on Global Macroeconomics Please reach out to discuss your requirements Contact us / Visit our office

Asset Management Using our unique relative value based Investment Matrix we build portfolios with superior analytical metrics, compared to mainstream equity indices. We currently have two different Portfolio offerings; firstly our classical Long only Global Equity model (suitable for all investors), and a Multi-Asset Class model, designed to generate additional alpha (suitable for Professional and Institutional clients only). We deliver discretionary portfolio management through individually segregated accounts held in your name. This flexible mandate empowers you to complement our core PVM Investment Matrix Portfolio by actively incorporating listed securities of your own selection. PVM Global Equity Long Strategy Type Long Only Global Equity Suitable for All Investors Focus Absolute return/low risk Minimum Investment 250k CHF 2025 Performance 2026 Performance (end Feb) +21% +4.0% Performance over 10 years +102% More PVM Global Multi-Asset Strategy Type Multi-Asset Class Suitable for Qualified Investors Focus Absolute return Minimum Investment 250k CHF 2025 Performance 2026 Performance (end Feb) + 26% +0.6% Performance over 10 years +170% More Our Investment Philosophy Investment Matrix Fundamental Design In 2015 we developed our dynamic Investment Matrix consisting of many 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 sentiment or spending more on share buybacks than current cashflow permits, the PVM Investment Matrix reacts to these changes. Algorithmic Processes Systematic Throughout We utilise proprietary algorithmic screening, with a high degree of automation, to analyse the global equity universe, monitor our Clients' Portfolios, and identify new opportunities. Furthermore, we use algorithmic execution tools 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.

discover our full range of Family Offices Services Family Office Services Pure Value Metrics Multi-Family Office Services provide you with a 360° bespoke coverage Management, Trusts, Lifestyle & Swiss Residency Solutions Strategic Advice Assisting the Client in the development of strategies in family governance, succession planning and investment and asset management strategies in relation to the family’s business, investment and lifestyle assets. Managing Third Party Relationships Advising on the selection and appointment of third-party professionals to be engaged in connection with the affairs of the Client, including legal advisers, tax advisers, trustees, custodial banks, insurance specialists and property managers. Swiss Residency Solutions We assist our clients with relocation to Switzerland, if desired, through our network. Trust Solutions PVM coordinates the formation of Swiss-custodied trusts, anchoring both assets and trust oversight within Switzerland. Concurrently, the trust’s legal jurisdiction is strategically selected to optimize the client's specific international requirements* *PVM does not offer tax or legal advice, nor are we liable for any services provided by third parties. Private Banking Trading 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 *PVM provides operational support and not financial advice Take advantage of our product expertise and operational support whilst trading on industry leading platforms 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

A Multi-Asset Class Value Strategy for Professional Investors PVM Multi-Asset Class Value PVM Multi-Asset Class Value This strategy provides a unique approach to capitalizing on relative value across a wider market, by adding to Equity Long only with principally Precious Metals and Foreign Exchange but can also include a wider range of Fixed Income and Commodities. 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 securities. Investments in Currencies and Precious Metals/Commodities are based on their comparative relative value to Purchasing Power Parity and Production Costs. 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 investing, this strategy aims to generate superior risk-adjusted returns in both bull and bear market environments but does have a higher risk profile and hence higher drawdowns, than the Equity Long only strategy. Performance Presentation Very strong cumulative performance 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 Contact Button Button

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 offers Expert Witness Services including in legal court representations EXPERT FINANCIAL WITNESSES PVM has taken on mandates as an expert financial witness in legal cases in Switzerland to provide expert financial advice regarding the valuation of assets Our Expertise Our premier expert witnesses, Richard Mark Dodds, Stephan Collet and Elke Balters, can offer unparalleled technical testimony rooted in their extensive careers at major investment, compliance and consulting firms, where they held senior positions. Contact us

Contact us to request more information Our Office Staldenbachstrasse 11, 8808 Pfäffikon -Freienbach Canton Schwyz, Switzerland If you click on the map location, the address will auto-load on your Google Maps Contact Us I want to subscribe to the Daily BITs newsletter. I agree to the terms & conditions view Privacy Policy Submit

A Global Equity strategy focusing on quality and suitable for all investors from Retail to Institutional 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. Performance Presentation Strong cumulative performance 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. Contact Button Button

Frequently Asked Questions Frequently asked questions General Can I have both an Asset Management and Trading account Yes, we can manage a protion of your wealth through our discretionary mandate, leaving you free to make your own investment decisions on your seperate Private Banking Trading Account. If I opt for an Asset Management account is it part of a fund? Typically we offer individual managed accounts, where you are free to customise your portfolio through individual Instruments, Sectors, Industries and / or Regions 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 250k 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 and returned to an account in your name or company. Who is my Custodian Bank? We offer a choice of custodians, presently either Saxo Bank (Swtzerland) Ltd or UBS 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 UBS AG are regulated by FINMA and a member of the CHF 100,000 cash deposit guarantee for private individuals the same threshold applies to joint accounts where applicable. www.esisuisse.ch(http://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 discretionary mandates and private banking trading account services.