Reichmuth Pilatus
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
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News
Euphoria surrounding artificial intelligence is driving the US market
Investments by major technology companies in artificial intelligence are reaching new heights. In 2024 alone, the so-called hyperscalers – Amazon, Microsoft, Google and Co. – are expected to have invested around 200 billion US dollars worldwide in data centres, chips and infrastructure.
“We believe in the ideas of freedom,” says Federico Sturzenegger.
It was state laws that secured the privileges of a select few in Argentina, said Prof. Dr. Federico Sturzenegger, Minister for Deregulation and State Reform of the Republic of Argentina, during the Reichmuth & Co Lecture No. 27 at the University of Zurich.
Market commentary 4th quarter 2025
The US government’s policies are causing uncertainty and shifting the world order. The most visible sign of this is the significant weakness of the dollar. Europe is investing heavily in infrastructure and defense, while China is seeking new trading partners. We show which investment opportunities this is creating in the regions.