You should always know exactly what you own.

A focused set of the best opportunities we can find — and the story behind every one.

Our approach, in plain words

Four simple ideas guide every decision.

The same way we think about our own money.

1

Only the best, most attractive

The most attractive opportunities we can find — each one a Good Story & Good Chart: a great business the market agrees with.

2

The best way in, every time

Single stock, ETF or fund — whatever fits. Active where it counts.

3

Always cost-efficient

Every franc of fees is a franc off your return. We take the cheapest route to each idea.

With you, not just for you
4

Built for an evolving world

Equities and bonds today; gold, maybe bitcoin, tomorrow. We grow arvy with our community.

What makes arvy different

The arvy edge

Most apps hand you an index. We do more — right beside you.

Our money sits next to yours

Our founders invest their own money in the same portfolio. One side of the table.

Hand-picked where it counts

Every position earns its place through real work. Never autopilot.

No black box

You always know exactly what you own — every holding, weight and reason.

You learn as you go

Peace of mind comes from understanding — you learn as you go.

Where we invest — a few examples

Real companies, real stories.

We follow where the world actually spends — from the exciting to the wonderfully boring. A few equity themes today:

Travel
The world is travelling

Travel is back — for good

The world keeps travelling — and these names run the hotels behind it.

MarriottHilton
Aerospace
What keeps planes flying

Engines & aircraft

Every flight needs engines built and serviced. A few players quietly own that world.

GE AerospaceSafranAirbus
Card payments
The tollbooth of spending

Every tap of a card

A tiny fee on every card tap — in good times and bad.

Visa
Fintech
Banking a new continent

Fintech in Latin America

Hundreds of millions getting their first bank account and marketplace, on their phone.

MercadoLibreNubank
Market leaders
Market leaders & boring winners

Pure plays that quietly win

Clear leaders in unglamorous, essential niches. Galderma is Swiss; Casey’s ≈ Migrolino.

GaldermaWaste ManagementCasey’s
Thematic ETFs
In discussion with arvy community
When the whole theme wins

Thematic ETFs, where they fit

Too big to bet on one name? Own the whole basket, cheaply. Gold today, maybe bitcoin one day.

AI & roboticsCybersecurityBiotechGoldBitcoin (maybe)

Portfolio holdings as of June 2026 — these can change. They’re examples of themes we find attractive today, not recommendations, and the portfolio evolves as the world does. That’s the point of staying active.

Transparency & learning

See everything. Understand everything.

See every company you own, how much, and why. Nothing hidden.

Every holding and its weight, always visible
The story and reasoning behind each name
Updates that teach as they inform

Read the arvy Weekly →

What you ownTop holdings · Jun 2026
LINLindeIndustrial gases · USD6.43%
LLYEli LillyPharma · USD6.27%
MARMarriott InternationalHotels & travel · USD5.95%
HLTHilton WorldwideHotels & travel · USD5.49%
SAFSafranAircraft engines · EUR5.06%
AIAir LiquideIndustrial gases · EUR4.72%
Thierry Borgeat

“We invest the way we’d want our own money invested — in real businesses we understand, and we put our own capital right beside our clients’.”

As featured in The Market · NZZ Thierry Borgeat, co-founder of arvy Read the interview →

This is how arvy invests

Invest in the best — and know every part of it.

A focused portfolio of the most attractive opportunities, chosen the most cost-efficient way and fully transparent, with our own money right beside yours. Start with any amount, in minutes.

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