Strategies

Investment Strategies

B.U.Y. Invest manages two investment strategies sharing a common philosophical framework — long-term capital compounding through valuation-disciplined exposure to high-quality businesses. Both target a 10%+ per annum objective over a full market cycle of five to seven years, net of fees, in portfolio base currency.

Basic Strategy

Multi-asset compounding

A systematic, multi-asset compounding strategy with a defined equity sleeve. Applies valuation discipline and risk-aware portfolio construction across global markets. Designed as an objective-based alternative to passive index exposure for qualified investors.

Objective: 10%+ p.a. over a full market cycle, net of fees, in portfolio base currency
Multi-asset framework with defined equity sleeve
Valuation discipline and capital efficiency criteria
Structured under Swiss jurisdiction

Read full strategy

Equity Holdings

The equity sleeve of the Basic Strategy

Concentrated portfolio of high-quality companies selected on operating profitability, capital efficiency, and valuation discipline. The equity sleeve of the Basic Strategy. Live valuation indicators (Shiller CAPE and Excess CAPE Yield) provide ongoing context.

Concentrated allocation across qualifying companies
Selection criteria: operating margin, ROIC, EV/EBIT discipline
Live valuation context (S&P 500 CAPE / ECY)
Equity sleeve of the Basic Strategy framework

View equity strategy and live indicators

Philosophy

Compounding Philosophy

Both strategies are constructed around the conviction that long-term equity returns are dominated by two factors — the operating profitability of underlying businesses and the price paid for that profitability. The strategies aim to capture both: investing only in companies meeting defined profitability and capital-efficiency thresholds, at valuations that provide a margin of safety relative to operating earnings.

This is a deliberate alternative to market-cap-weighted passive exposure, which makes no distinction between high-quality and low-quality businesses, and no distinction between expensive and cheap valuations. The same conviction underlies both strategies; what differs is mandate scope.