With over 20 years of financial industry experience, we are dedicated to preserving wealth and enhancing portfolio yields through sustainable investment practices in projects and market portfolios.
Gold Trust AG, Cham
Over twenty years of preserving wealth and enhancing portfolio yields.
Expertise and networks in the precious metals and commodities markets: physical positions, securities, investment strategies.
01
About us
Expertise in precious metals, project business and real estate.
Precious metals and commodities
Our deep expertise and extensive networks in the precious metals and commodities markets enable us to excel in managing physical positions, securities, and sophisticated investment strategies.
Furthermore, our comprehensive understanding of the intricacies of the precious metals and commodities markets, combined with our experience in project business, allows us to identify and capitalize on promising investment opportunities.
Project business
Moreover, we have a wealth of experience in the initiation and successful execution of projects involving IT, Edtech, high-quality cosmetics, and consumer brand ventures.
Real estate
Additionally, we have a solid track record in investing and managing residential and various segments of commercial real estate in Switzerland, Germany, and Austria.
02
Origins
Our origins lie in precious metal investment and trading.
With over two decades of experience in the precious metal markets and a wide-ranging network within the mining and exploration industry, we possess valuable market knowledge and connections that enable us to identify and manage lucrative investment opportunities.
Our company's origins are rooted in precious metal investments and trading, and we boast extensive expertise in this field. Our in-depth understanding of spot and derivative market dynamics, combined with our extensive experience in precious metal trading, allows us to develop strategic investment plans that align with specific investment objectives.
03
Investment Philosophy
Long-term orientation, risk-adjusted returns, active management, quality.
Long-Term Orientation
We believe that successful investing requires a long-term approach. We focus on building portfolios with a time horizon of minimum of several years, recognizing that short-term market fluctuations are inevitable and may not necessarily reflect the underlying value of the investments.
Risk-Adjusted Returns
We seek to generate attractive risk-adjusted returns by carefully managing the risk exposure of our portfolios. We believe in diversification across asset classes, geographies, and investment styles to mitigate risk and optimize portfolio performance.
Active Management
We believe in active investment management and continuously monitor the portfolio to make tactical adjustments based on changing market dynamics. We actively research and select investments that align with our investment thesis and seek to add value through careful security selection and risk management.
Focus on Quality
We prioritize investments with a focus on quality. We seek investments with strong fundamentals, sound financials, and proven management teams. We conduct thorough due diligence and incorporate both quantitative and qualitative factors in our investment decision-making process.
Transparency and Communication
We emphasize transparent communication to our stakeholders regular reporting on portfolio performance, market insights, and investment strategy updates.
Risk Management
We implement comprehensive risk management practices to identify, measure, and manage risks associated with investments. We employ various risk mitigation techniques, such as diversification, hedging, and stop-loss orders, to manage downside risks and protect the portfolio from adverse market events.
Continuous Learning and Improvement
We foster a culture of continuous learning and improvement, staying updated with the latest market trends, investment research, and industry best practices. We strive to enhance our investment process and risk management techniques.
04
Portfolio Strategy
Stable return streams through detailed evaluation of each project.
A portfolio strategy aimed at building a project portfolio with stable return streams would prioritize detailed evaluation and due diligence of potential projects. Drawing on our experience from investment banking and business valuation, each project before inclusion in the portfolio.
Many of the details would need to be discussed in more detail.
In the areas of our core expertise would prefer projects that offer the ability to obtain direct access to management decisions, allowing for proactive involvement.
Additionally, considering the need for potential exits at the end of the investment period, we would prioritize interest-bearing securities, ideally with additional performance components, to optimize returns.
- 20+ years
- Experience in the financial industry and precious metals trading
- 2003
- Founded, based in Cham
- 3 countries
- Real estate in Switzerland, Germany and Austria
05
Project Work
Advising selected projects, from valuation through structuring to financing.
Project Work
Alongside our own investments, we accompany selected projects in an advisory capacity, from valuation through structuring to financing. Where it fits, we also engage ourselves.
05.1
The Future of Energy
Data centres for artificial intelligence consume electricity on a scale that no grid was built for. Anyone planning such a site today is therefore no longer looking merely for a grid connection, but for a supply of their own: around the clock, clean, independent of weather and power lines. A new generation of reactors is emerging for exactly this purpose. Compact, transportable, built in the factory rather than erected on site, designed for data centres, industrial plants and properties that today protect themselves against outages with diesel generators.
The technology behind it has been proven since the nineteen sixties: a reactor using liquid salt instead of water, unpressurised, with no possibility of a meltdown in the conventional sense. A single hurdle prevented its return for sixty years: the purification of this salt. It has been solved, and the salt itself has thereby become the bottleneck of the industry. Every molten salt project in the world needs it, fusion research as well, and only very few can supply it. A leading fusion company has already paid for supply capacity in advance.
Here a product with present-day demand meets a technology that will change the power supply of industrial sites. We follow this field closely and welcome exchange with everyone working in it.
05.2
Education Technology
Investment opportunities in the education technology market include e-learning platforms that offer innovative solutions for personalized learning experiences, as the demand for online learning has increased significantly due to the shift towards digital and remote learning. There is also a growing demand for educational tools and applications that enhance the learning experience, presenting investment opportunities in companies that develop and market these technologies. Additionally, the potential of artificial intelligence (AI) in education, including adaptive learning algorithms, automated grading systems, and intelligent tutoring systems, offers lucrative investment opportunities. Furthermore, global education and cross-border learning experiences are on the rise, and investing in this area can be promising. Finally, adaptive learning and personalized education, which offer customized learning experiences based on individual needs and learning styles, are gaining traction, presenting investment opportunities in EdTech companies that provide adaptive learning platforms, personalized learning algorithms, and customized content.
06
Risk Management
Risks identified, assessed and mitigated, before investing and continuously.
We implement comprehensive risk management practices to identify and manage all potential risks associated with each project in the portfolio. This can include financial risks, operational risks, market risks, legal risks, and other relevant risks.
Before investing or with a changing environment we evaluate the likelihood and impact of each identified risk on the projects and the overall portfolio through qualitative and quantitative analysis, considering factors such as probability of occurrence, potential impact on project performance, and time horizon.
We develop and implement strategies to mitigate identified risks. This may include diversifying the portfolio to spread risks, implementing risk controls and safeguards, obtaining insurance coverage, utilizing contractual protections, and implementing contingency plans.
We continuously monitor the projects and the portfolio to identify new risks that may arise during the project lifecycle.
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