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Investments 2019-12-17T11:02:06+00:00

AN EQUITY INVESTMENT BOUTIQUE

INVESTMENT PHILOSOPHY

We aim to develop a set of investment products with risk, return and liquidity profiles that may be particularly suitable for family offices and long-term investors. We focus mainly on equity investments, as this our domain of expertise. We are careful, value-oriented investors and use systematic diversification and advanced portfolio-management techniques to control risk and manage liquidity.  We follow proprietary models for equity valuation as well as portfolio construction and risk monitor.

INVESTMENT UNIVERSE

Our investment universe is global and ranges from seed capital for high-tech startups to listed blue chips, from passive Exchange Traded Funds to actively managed hedge funds. While pure equity instruments provide return, we use derivative-based hedge funds and more sophisticated vehicles to obtain diversification, implement hedging and reduce volatility.

ALIGNMENT

We invest via mutual funds, to avoid conflicts of interest and to keep fund administration independent from management. Our funds may be opened to external investors at our discretion. In such case alignment with co-investors is guaranteed by having the family office as lead investor in each fund.

DESCRIPTION

Our family office is a well known provider of seed and early-stage venture capital in technology. Equity investments may be done directly by the beneficiary owner in any technology field or via Truffle Pig Ventures, a Luxembourg-based EuVeca fund focusing mainly on the online-entertainment industry. Our main criteria in selecting VC investments are degree of innovation, scalability and future profitability.

DESCRIPTION

LIERDE is an active-managed investment vehicle with a track-record of more than 25 years with the same investment strategy and management team.

At least 80% of total exposure will be invested in equities, without any restrictions by market capitalization and/or sector of any issuer and/or market within the OECD.