Investment strategy


Our investment strategy is a combination of careful micro and macro analysis. We always combine both analyses to come up with the best possible evaluations for our investment decisions and we closely interact on our knowledge and expertise of both the bond and equity markets. Information from both arenas together are vital in order to take correct investment decisions that will generate added value for our clients.

Hugau Gestion has fully integrated its forecasting (research) and management (investment) functions in its business model. We are not only members of the French Society of Investment Analysts (Société Française des Analystes Financiers). Moreover, our chief investment officer, Dr. Catherine Huguel, is also a member of the highly regarded National Association for Business Economics (NABE) in the US.

Hugau Gestion has also got close and longstanding connections to all major central banks and some of the world´s leading economists. We conduct all of our own proprietary research ourselves and do not rely on the purchased opinion of others. We ourselves need to be convinced that our investment choices fit our tight risk parameters. Our background as actuaries and economists further aids to this.


We manage our risks carefully. We set up a quarterly risk committee that evaluates our investment risks, we have also carefully selected a universe of companies to invest in, based on our 25 years of fund management experience.

Hugau Gestion currently offers a range of six mutual funds with a UCITS IV structure and two FIA. We select our portfolios after carefully conducting a combination of micro and macro economic analysis. Today, two of our main Flag Ship are available for direct marketing in Switzerland
Disclaimer for Qualified investors in Switzerland

This section of the website provides information on funds which are registered for marketing to qualified investors in Switzerland. Access to this section of the website is strictly reserved for qualified investors in Switzerland in accordance with Article 10, paragraphs 3, 3bis and 3ter of the amended law on collective investments of 23 June 2006.

All of the documents relating to the collective investment schemes (CIS, hereafter referred to as “funds”) available to qualified investors in Switzerland may be obtained from the Swiss representative and the Swiss paying agent.

The funds presented on this section of the website may not be available to persons subject to another jurisdiction by virtue of their nationality, their place of residence, or any other reason. See the Terms and conditions.

The user is solely responsible for correctly indicating his/her country, categorisation, and language before accessing sections of this website with information relating to funds, in accordance with the Terms and conditions.

The website is provided for information purposes only. No part of this website constitutes an offer or solicitation to invest in funds managed by Hugau Gestion. See the Terms and conditions.

Prospective investors should be aware that past performance is no indication of future returns. All investment entails risk. Prospective investors should refer to the prospectus, the Key Investor Information Document (KIID), the most recent annual report and semi-annual report, if this is more recent.

Prospective investors should generally seek professional advice before making an investment decision. See the Terms and conditions.

Hugau Gestion will not accepts any liability for any loss or damage resulting from the use of this webiste, in accordance with the Terms and conditions.

I hereby declare that:
You must select the below checkbox
I am a qualified investor in Switzerland and I am familiar with and accept in full this disclaimer as well as the Terms and Conditions and the Privacy Policy.
I refuse