Build strategies for investors who expect more.

Introduction

Anders Invest is a private investment consulting firm, specializing in high growth companies, with structured and data driven risk analysis and monitoring.

Étude de cas Transmedics avec données de performance financière, opportunité de marché, portefeuille de produits, graphiques de tendance d'actions, revenus et saisonnalité, incluant analyses détaillées et ratios clés.
Our values

Get out of mainstream solutions

Discover the Privy Council

Vision

Investment should never be a black box. We open the door to strategies once exclusively reserved for institutional investors.

Ambition

Your capital, structured around a fully bespoke private strategy. Wealth optimisation from €100,000

Transparency

You own the shares, total control of decisions, the performance is entirely up to you on your account.

Our approach

Investment DNA

Strategic positioning →

Our positions are based on a thorough and independent reading of the markets well before the value became obvious. It is in this time frame that our most valuable advantage lies.

Écran d'ordinateur portable affichant un tableau de bord financier avec des graphiques de performance boursière, indices de marché, rendements globaux et prix des matières premières.

Investment Selection →

We provide our customers with access to carefully selected opportunities that are rarely exposed to the general public. Each recommendation is tailored to your assets.

Deployment & Risk Monitoring →

Capital is deployed gradually, with an absolute requirement for the preservation of assets. Each exposure is designed with precision, according to the profile and ambitions specific to each investor.

Tableau de bord PortfolioAnalyst affichant une allocation sectorielle en diagramme circulaire, une performance en graphique à barres, et une liste des meilleurs et pires performeurs de portefeuille avec des statistiques clés et mesures ESG.
Process

Private advice, tailored to your ambitions

Anders Invest develops a lasting relationship of trust with each investor, supported by a single interlocutor whose exclusive mission is to structure a wealth strategy rigorously aligned with your most demanding ambitions.

1st appointment

Customer information

A meeting dedicated to the precise analysis of your investor profile and your objectives. This diagnosis marks the starting point for support tailored to your ambitions.

1
2nd appointment

Opening a CTO account

We support you in opening your securities account with a leading financial institution, guaranteeing privileged access to the main international financial centers.

2
3rd appointment

Feedback on your built portfolio

Presentation of your private allocation, built around a rigorous strategy and a liquidity reserve, ready to seize market opportunities wisely.

3
4th appointment

Order & investment support

Your advisor accompanies you during the placing of orders and guides you in the allocation of your capital so that each decision is executed with confidence.

4
SPIVA Europe · Global Equity · 2024
91%
Active global managers have not matched the S&P 500.

Since its inception, Anders Invest has opened the door to opportunities historically accessible only to a select circle.

Past performance is no guarantee of future results.
Anders Invest's proprietary account results, provided for informational purposes only. They should not be considered a promise of return and cannot be replicated.
SPIVA Europe, S&P Dow Jones Indices, December 2024 AMF Savings and Investment Barometer, October 2024

Reading the markets

History of Performance

Faced with macroeconomic crises and geopolitical tensions, we approach volatility with strong beliefs and a rigorous selection of promising sectors, in order to preserve capital and aim for long-term value creation.

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S&P
500
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S&P 500
Anders Invest
Key Events
YEAR JANFEBMARAPR MAYJUNJULAUG SEPOCTNOVDEC YTD%
The performance figures presented reflect the historical results of Anders Invest's proprietary account. They are provided for informational purposes and compared to the S&P 500 to illustrate our approach to systemic and macroeconomic risks. These results cannot be directly transposed to client portfolios, whose allocation and returns are inherently tied to each client's investor profile and wealth management objectives.
Methodology

Research methodology

From identifying an opportunity to integrating it into a portfolio, each decision follows a structured process, informed by data and guided by discipline, this is the requirement that we apply to the portfolio of each of our clients.

Identifying Opportunities

Scan of companies with high potential, filtered by financial criteria.

Fundamental analysis

Study of financial statements, in order to estimate the value of each company.

Research & Due Diligence

Off-balance sheet data, transcripts, conferences, and macro indicators to complement fundamental analysis.

Portfolio Construction

Integrating companies that meet our fundamental criteria into the portfolio
and techniques.

Market monitoring

Follow-up: news, CEO & management, key indicators, key indicators, tech conferences & webcasts, insider transaction, rebalancing recommended based on research.

International investments

Strategies reserved for institutions

We offer our clients access to investment strategies that are usually reserved for institutions and the largest fortunes. Your assets thus benefit from allocation solutions that are more selective, more advanced and fully aligned with your ambitions.

The founder

Let's discuss your investment strategy

The most compelling investment opportunities never announce themselves. They are born from incisive sectoral analysis, unwavering valuation discipline, and conviction that stands apart from consensus.

Anders Invest devotes this first meeting to gaining a thorough understanding of your wealth, your objectives, and your investment horizon, in order to build alongside you a truly bespoke allocation, anchored in institutional-grade strategies that remain largely untapped in the world of private wealth management.


Rick Andersen

Founder - Anders Invest