Our investment strategy “Swiss equities format” took first place in the “Moderately Dynamic” investment category in the 2022 balance sheet ranking. The test and its results are documented in the 03/2022 issue.

Our investment strategy “Format Bonds World” is based on a bond investment strategy developed and actively managed by Matthias Hug. In the 2013 “BILANZ” ranking, this strategy took first place in the corresponding risk category. The test and its results are documented in the article “Money Kings” in the 06/2013 issue of “BILANZ”.

“Balanced format” took first place in the corresponding risk category in the “BALANCE SHEET” ranking for the years 2022 and 2021. The test and its results are documented in balance sheet issues 03/2022 and 02/2021.

“Format Balanced Plus” took first place in the “Balanced” risk category in the 2024 “BALANCE SHEET” ranking. The test and its results are documented in the article “Hunters of Profits” in the 03/2024 issue of “BILANZ”.

Our investment strategy “Swiss equities for medium-sized and small companies” is based on an equity investment strategy developed and actively managed by Matthias Hug. This strategy took first place in the corresponding investment category in the “BALANCE SHEET” rankings for 2023, 2022, 2021, 2020, 2019, 2018 and 2017. The test and its results are documented in issues 03/2023, 03/2022, 03/2021, 03/2020, 03/2019, 03/2018 and 05/2017 of “BILANZ”

“Format Conservative” took first place in the corresponding risk category in the “BILANZ” ranking for 2024, 2022 and 2021. The test and its results are documented in the balance sheet issues 03/2024, 03/2022 and 02/2021.

“Format Swiss equities dividend stocks” took first place in the “BILANZ” ranking for 2024 in the “Moderate Dynamic” risk category. The test and its results are documented in the article “Hunters of Profits” in the 03/2024 issue of “BILANZ”.

The Swiss business magazine “BILANZ” has tested independent Swiss asset managers. The ten best, including Matthias Hug (Hug Invest AG), received the rating “very good”. Prof. Dr. Thorsten Hens from the University of Zurich, who developed the test, said: “The best independent asset managers are better than banks.” The results are documented in the article “The Best Independents” in the 18/2010 issue of “BILANZ”.