Lapis Asset Management

Swiss Precision Asset Management We are a Swiss Asset Management Company with a global presence and our head office in picturesque Lugano. We are a Swiss Limited company regulated by the Swiss Association of Asset managers / SAAM. The manner in which we are able to achieve consistent returns, differentiates us in this sector of the financial market. We are the owner of the concept and brand of The Lapis Core Portfolio. LAPIS Investment Strategies are unique. The results speak for themselves - client portfolio performance over time consistently outperformes many other investment options. The Lapis25 is our flagship fund. We have created a unique investment vehicle. With daily liquidity and a secure custodian - this is a modern, safe and sensible way of investing for the long term. Lapis Core Portfolio Strategies are based on client risk profile; they are disciplined global, dynamic, and flexible investments approaches that may include stocks, bonds, real estate and commodities. Whether investing it is the Lapis25 or one of our Core Portfolio Strategies, the Lapis way is one of Balance. We constantly seek a harmonious balance between investment risk and positive return. Lapis Asset Management is very focused on forging strong, faithful long-term client relationships. We have a proven investment track record and have earned the trust of our international client base. Lapis Value Funds The Lapis25 is our unique creation. This fund is actively managed and includes strict passive elements. Our rules dictate our investment decisions, as we actively apply our bespoke algorithm - on a quarterly basis - to search for investment outperformance in high dividend paying large companies (companies with a market capitalisation in excess of USD). History Of Success Lapis Asset Management has built a reputation of delivering consistent returns for our investors and clients over many years. Our initial Core investment options was developed from serious academic research into investment outcomes. The Lapis Core Investment Strategies take a balanced approach to investment, ensuring that the portfolio is regularly rebalanced.