LVMG - High quality small cap real estates companies

LVMG is a long-term investment firm focused on publicly listed companies with enduring family involvement, either through governance or significant shareholding.

We build concentrated positions in a select number of high-quality businesses, with the intention of holding them over a multi-generational horizon—ideally exceeding 100 years. Backed by a permanent capital structure, LVMG is uniquely positioned to act as a stable partner to companies with meaningful family influence, supporting them in the execution of their long-term strategic vision without the constraints of short-term market expectations.
We are particularly drawn to companies where the founding spirit—its values, culture, and entrepreneurial DNA—continues to shape leadership decisions and company purpose, even beyond the founder’s lifetime. This continuity of vision, often embedded deeply in the organization, is a key pillar of sustainable value creation.
Our investment philosophy is deeply inspired by the timeless principles and intellectual partnership of Warren Buffett and Charlie Munger—rooted in patience, rationality, integrity, and a profound respect for outstanding businesses led by exceptional people.

Target return appreciation for our portfolio is 5% per annum in CHF

"Our motto: Buy smart and never Sell™"

— Raphaël Hubin, CEO and Founder of LVMG

Our main guidelines for the core portfolio are :

Minority stake holder in listed family control Companies
Concentrated portfolio strategy < 20 participations
Companies maintaining strong family or founder influence
Companies with low laverage
Minimum size / investment: CHF 1 Million
Maximum size / investment: CHF 10 Millions

Minimum Family Share

Maximum LTV / Assets ratio

Maximum / investment

Our main partners are based in Switzerland and Europe

Banks and brokers for our small and mid cap research and OTC transactions.
Family offices and External Asset Managers who exclusively deal with qualified investors
For research, rates, data base mining and administrative support

LVMG is exclusively dedicated to qualified investors who can be defined as:

Regulated financial intermediaries such as banks, insurance companies, fund management companies and asset managers of collective investment schemes.

Public entities and retirement benefits institutions with professional treasury operations.

Companies with professional treasury operations (single family offices organized in corporate form will generally qualify).

Independent (unregulated) asset managers who act under discretionary management mandates for HNW individuals who have each opted to be considered as Qualified Investors.

HNW individuals who qualify as sophisticated investors (proven financial experience + holding CHF 0.5million of financial assets or holding at least CHF 5 million of financial assets) LVMG apply the Swiss legislation on collective investment schemes (CISA and CISO).

All services are provided in Geneva upon reverse solicitation and are exclusively intended for qualified investors considered professionals under the applicable LSFin and MiFID regulations.

Our core values are the essence of our name

“Back in 1999 when I registered LVMG®, it was founded upon four pillars which have ever since been the guiding principals of my work ethic: Loyalty, Vision, Motivation and Gratitude. 26 years on these key values remain more than ever at the heart of LVMG. This long-term investment philosophy has given birth to LVMG SA in 2018” . Raphaël Hubin, CEO and Founder of LVMG