Successful thanks to innovation and value culture?
With Reichmuth Pilatus, we have been investing in innovative Swiss small companies for almost 25 years – a true success story. In this video you can see how we got there, on what we put emphasize on with respect to stock selection and how we generally manage this particular portfolio.
«The ‘human’ factor plays a central role in the selection of stocks; this is true for the company’s management, its board of directors and other stakeholders.»
Research, Head of Investment Policy
US President Trump’s flood of decrees and erratic decisions on customs policy are throwing people and markets into turmoil. There is no trace of reliability. This calls for a strategic reassessment of investment policy.
The trade conflict instigated by Donald Trump has led to sharp falls on the international stock markets – including in Switzerland. This development has meant that most of the stock market gains of the last 12 months have been lost again.
Since the beginning of the year, market breadth has increased noticeably both regionally and at index level – a sign of broader participation in the upswing. The dominance of the large US technology companies thus appears to have been broken.