By Soumya Eswaran
Publication Date: 2026-03-13 13:01:00
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. In 2025, the strategy returned +13.8% (gross) and 13.2% (net), and a 2.2% gain in the fourth quarter. The market achieved its third consecutive year of positive returns in 2025. Significant capital investments in AI infrastructure pushed the year to reach an all-time high. Market optimism is strong as the new year begins, with macroeconomic surveys showing the best outlook in five years, driven by expectations of lower US Federal Reserve interest rates and increased investment in AI infrastructure. These factors could boost corporate earnings growth. In addition, you can check the Strategy’s top 5 holdings to determine its best picks for 2025.
In its fourth-quarter 2025 investor letter, Emerald Wealth Partners Focused Equity Strategy highlighted stocks like…
