Leading Niche Technologies

Over the past 20 years, technology corporations have become the most powerful companies in the world, disrupting diverse industries. Even in crises like the Corona pandemic, their business models showed a high degree of resilience, which enabled them to further expand their dominance. But which are the new, future shooting stars? And what opportunities does technological diversity offer?

Watch the video below to learn more about our Leading Niche Technologies portfolio approach and we look forward to exciting discussions with you.

Video: Leading Niche Technologies (only available in German)

Leading Niche Technologies Half-Year Reporting 2022

Growth companies were in a significant correction in H1 2022. The current market environment is comparable to the Corona crash in March 2020 or even the financial crisis and internet bubble in 2000. Our Portfolio Manager, Christian De Falco, discusses the current environment, the portfolio, the changing paradigm towards cash flow positive growth, growth efficiency as well as the fundamental development of the companies in the video below.

Video: Leading Niche Technologies Half-Year Reporting 2022 (only available in German)

Older reportings

Leading Niche Technologies Year-end reporting 2021

The market environment for growth companies was extremely challenging in 2021. Our Portfolio Manager, Christian De Falco, discusses the portfolio’s performance, the issue of inflation in technology companies, the relevance of exponential growth and the opportunities in the Metaverse in the video below.

Video: Leading Niche Technologies Year-end reporting 2021 (only available in German)

WE ARE HAPPY TO ADVISE YOU IN A PERSONAL MEETING

Christian De Falco

Clients

News

Market outlook 2023 – «Interregnum 2.0»

Recording of our “market outlook 2023”

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Video Market Outlook 4th Quarter 2022

Persistent inflation and an energy crisis are clearly slowing down the global economy. At the same time, the price declines since the beginning of the year have reduced valuations on the stock markets.

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Energy – the topic of the decade

Europe wanted to become the first climate-neutral continent and achieve net-zero greenhouse emissions by 2050. The boot is now on the other foot, with energy security the dominant issue and likely to preoccupy politics and society for years to come.

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