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DirectoryFinance & InsuranceExternal Asset ManagementPfäffikon SzValex Capital AG
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Valex Capital AG

Summary

About the company

Valex Capital AG is an owner-managed, independent asset manager that develops and implements active investment strategies focused on Swiss equities, fixed income and diversified mixed-asset portfolios. Services include public funds and mandates (e.g. Small & Mid Cap fund, SPI mandates), bond strategies (Investment Grade, High Yield, blend) and BVG mixed-asset solutions for institutional clients.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
✓ Offered7
BVG mixed assets
BVG-compliant management of mixed assets for pension funds; implementation of predefined investment strategies with equities, bonds, real estate, alternative investments and infrastructure.
Small & Mid Cap Funds
Public funds for Swiss small- and mid-cap equities; an active, long-term oriented strategy focused on quality, growth outlook and a limited portfolio.
Small & Mid Caps Mandates
Mandates for Swiss Small & Mid Cap equities; active, long-term oriented management with quantitative and fundamental analysis and a concentrated portfolio.
SPI Mandates
Mandates for Swiss SPI equities; active management of the Swiss equity universe with quantitative and fundamental analysis and a focused portfolio.
Investment Grade Mandates
CHF and global investment grade mandates focusing on capital preservation, attractive returns, maturity management and credit analysis.
Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle42
★TrustpilotSoon
PProvenExpertSoon

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Secure profile

Location

Talstrasse 37
8808 Pfäffikon Sz

At a glance

Legal form
Corporation
UID
CHE-114.863.491
Founded
2009 · 17 years
Last commercial register change
February 22, 2024
Employees
1 to 10

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