You can never be satisfied… Things often get rolling when you are dissatisfied. This was also the case for Javier Garcia, entrepreneur and co-founder of the Fundamenta Group, a leading and internationally active Swiss asset manager in the real estate sector.
The partners of Point Capital: Martin Peter, Jules Kappeler, Gillian Hollenstein, Javier Garcia and Andreas Hubmann (from left to right)
The development of his stock market investments did not go as he had imagined: poor advice, opportunistic investment decisions, passive investment approaches and portfolios with sometimes unprofitable products prevented his investments from achieving a sustainable additional return. He therefore made a landmark decision.
Javier Garcia took matters into his own hands and began to manage his assets independently in the form of a family office. He was supported by his friend Thomas Gebert, a very experienced macroeconomist and stock market expert. After reading countless financial textbooks and exchanging ideas with other stock market specialists, he came to an important realization: implementing technical analysis provides a valuable tool for reducing market fluctuations and achieving higher returns. He therefore engaged experienced technical specialists to combine fundamental analysis with technical indicators in order to refine the investment strategy. His findings over many years formed the basis for the development of his own investment strategy – and this has now proven successful for several years.
Word of his success spread: Within his network, Javier Garcia's investment approach quickly generated significant interest. This led to another important decision: Together with Jules Kappeler, he founded Point Capital Group Asset Management to make these investment strategies available to third parties as well. Jules Kappeler had previously enjoyed many years of success in international management at the Allianz Group. Together with their team, they continued to develop and refine the investment strategies.
And today? All Point Capital partners invest their own assets in the same investment strategy and are thus co-invested with their clients. They attach great importance to asset management with a clear focus, active portfolio management and personal interaction with clients. The demands they place on themselves are high – you can never be satisfied.
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