Our View on the Market - Tailor-made alternative products with most favourable investment returns:
The dichotomy of the fund industry is continuing. While current volume block buster products fixed income and equity funds significantly lose market share, two very different clusters of funds are demonstrating impressive and persistent growth rates. The low commission exchange traded tracking funds (ETFs) and the sophisticated alternative investments (private equity, hedge funds and quantitative products) are the industry growth benchmark. Even though the two clusters could not be more different at a first sight, both fund types are covering specific client needs with a unique selling propositions compared to traditional fixed income or equity funds. The first cluster is tracking the markets at lowest possible costs and the second cluster offers tailored solutions in typically less efficient markets.
We belief that the market for alternative investments will continue to show high growth rates and can deliver tremendous value for savvy high net worth investors. The very low correlation to capital markets makes alternative investments an ideal instrument to diversify market risks.

Approach and Client Value Added - Unique access to investment opportunities:
Portelet is specialized in private equity investments for growth financing. As an active investor we create value by way of the internationalisation of businesses, which have long been focused mainly on one single home market, or young companies that just introduced innovative products suitable for foreign markets. We facilitate the roll out of European businesses to Middle Eastern and Asian emerging markets and vice versa, by bringing in our domain expertise and network. A two pronged approach is followed to tap the full market potential of business roll outs. On one hand we aim to create recurring revenue stream business models to increase valuation multiples for portfolio companies and on the other hand we skim the full market potential of businesses and products by rolling them out to high growth emerging markets. Each client or business may need a dedicated and tailored approach. As an investment boutique we adapt our approach to the clients´ specific needs. We offer blind investments in a private equity pool as well as co-investment structures and, if possible, direct investments in single or few selected investments.
All our activities aim to consistently deliver superior risk adjusted returns to investors and create long-term positive economic impact for companies we work with/invest in.

Regional Focus:
Portelet´s regional focus is on Switzerland, Germany, Middle East, India, Southeast Asia and other selected countries.