Investment Strategy
Building long-term growth through alternative assets.
We invest in tangible assets defined by proven scarcity, long-term significance, and enduring cultural value.
Buy & hold, with a long-term view
Our investment strategy is built on discipline and patience. Early proceeds are reinvested during the first three years to strengthen the fund’s foundation, with distributions beginning from year four.
Balanced Portfolio
A mix of stable and high-growth tangible assets.
Disciplined Reinvestment
Reinvest until year 3, distributions start from year 4.
Long-Term Growth
Target return of 12% p.a. net over five years.
A diversified allocation for optimal growth
50%
30%
20%
50%
Stability
Leverage modern and contemporary art, whisky casks, and vintage wines for long-term value and low volatility.
30%
Growth
Focus on youngtimer cars, whisky bottles, and mid-career artists for medium-term appreciation.
20%
High risk, high return
Invest in emerging artists and trend collectibles with significant upside potential.
A structured investment cycle
From acquisition to distribution, each stage of our strategy reinforces the fund’s focus on stability, compounding, and sustained growth.
Acquire & Curate
Identify rare, high-quality tangible assets.
Distribute & Optimize
Begin distributions from year 4 with sustainable long-term yield.
Reinvest Early Returns
Strengthen fund position through disciplined reinvestment.
A structured investment cycle
From acquisition to distribution, each stage of our strategy reinforces the fund’s focus on stability, compounding, and sustained growth.
Acquire & Curate
Identify rare, high-quality tangible assets.
Reinvest Early Returns
Strengthen fund position through disciplined reinvestment.
Distribute & Optimize
Begin distributions from year 4 with sustainable long-term yield.
Start investing in alternative assets
Join qualified investors building long-term value through tangible, carefully managed alternative assets.
The information provided on this website is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instruments. Investments in alternative assets involve risks, including possible loss of capital. Please read all product-specific information and risk disclosures before investing.
MARK Investment Holding AG makes every effort to ensure that the information provided on this website is accurate and up to date, but accepts no liability for errors, omissions, or the accuracy of the information provided.