Large-Cap Leaders, Equal-Weight Discipline
The Accresco Superior Quality 50 portfolio is simple by design: own the fifty largest companies on earth that meet stringent hurdles for profitability, balance-sheet strength and ESG leadership - then weight them equally and rebalance quarterly. By refusing to chase index size, the strategy systematically trims expensive winners and redeploys into temporarily unloved giants, capturing a natural “value-tilt” without sacrificing quality.
How We Define Quality
Each constituent must generate high returns on equity, exhibit low earnings volatility and carry modest leverage. Wide moats – whether through network effects, brand dominance or patent protection – are non-negotiable. Finally, we eliminate firms with significant governance controversies or environmental liabilities, ensuring portfolio resilience and reputational safety.
Daily-Priced Swiss Certificate
The strategy is wrapped in an Actively Managed Certificate issued and administered by Bank Julius Bär (Moody’s A3), settling in USD with daily liquidity – making blue-chip stewardship accessible to a broad audience without sacrificing institutional robustness.