THE OPPORTUNITY
Whatever has been done will be outdone.
WHY VENTURE SUISSE?
From the heart of Switzerland we provide a strategic and narrow focus on the Nordic & Swiss tech scene within the following "5 selected megatrends":
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Longevity: Life sciences
We search and source in the Nordics and Switzerland due to these locations proven track record. Not many are aware, that the Nordics have generated the highest number of unicorns per capita in the world outside Silicon Valley. With 3.4 scaleups per 100,000 inhabitants, the Nordics have the highest density of scaleups in Europe (the European average is 1.0 per 100,000 inhabitants).
Professor Michio Kaku (City University New York): "The next revolution"
Moreover, the Nordic population, which comprises only 4% of the European population, has been able to produce 9% of the world’s total billion-dollar exits. Our prime Nordic focus is the “triangle” between Stockholm, Copenhagen and Berlin, but we include all the Nordic countries, i.e., Denmark, Sweden, Norway, Finland and Iceland. We also include Switzerland, since Switzerlands tech scene is very similar to the Nordic tech scene. Switzerland was ranked 1st in the Global Innovation Index in 2023. Sweden was ranked 2nd, Finland 6th and Denmark 9th.
We define megatrends as trends that have a disruptive effect on global scale. As our "5 selected megatrends" evolve, we catch the market evolution in both public and private markets with our unique “3 buckets approach”.
THESIS
Big things have small beginnings and access to reliable data and business intelligence is crucial to navigate successfully.
As the story goes, the Rothschilds used carrier pigeons in 1815 to learn the outcome of the Battle of Waterloo in advance of their competitors and then successfully traded on that knowledge.
Paul Reuter started Reuters in 1851, relying on the telegraph and more than 200 carrier pigeons to transmit information quickly.
Our edge is also access to data, but we use exponential technologies to analyse such data. Access to exponential technologies such as Artificial Intelligence is a unique opportunity supporting our active management approach. History has shown, that whatever has been done will be outdone:
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The average lifespan of an S&P 500 company in the 1950's was 60 years; today it's less than 20 years.
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Half of the companies included in the Fortune 500 list in 2000 are not on the list today.
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The corporate graveyard is littered with market leaders, that failed to rethink their business. Remember Blockbuster, Toys'R'Us and Sears?
Schumpeter called this phenomenon “creative destruction”. The 4th industrial revolution is accelerating this trend, and we embrace this evolution with a strategic and narrow focus on the Nordic and Swiss tech scene and our "5 selected megatrends".
5 SELECTED MEGATRENDS
Fintech is one of the most disruptive and fastest growing tech areas. We believe in the following themes:
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AI
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Alternative Lending
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Blockchain
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Capital Markets,
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Finance & Insurance,
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Money Transfers & Payments,
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Regulatory Technologies.
More information can be found at www.fintechsuisse.com.
E-sports and gaming have a strong growth profile and are considered as “the next big thing” within investing in social infrastructure and entertainment.
Today, the global game industry is more than twice the combined size of the worldwide film industry and the recorded music industry.
It is estimated, that video game content and services will grow at a 15% compound annual growth rate to more than USD 400 billion by 2026.
More information can be found at www.esportssuisse.com.
Robotics is making inroads into industrial applications and day-to-day life.
We believe in the following themes:
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AI
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3D printing,
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Autonomous Vehicles & Aviation,
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Brain-Computer Interfaces,
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Internet of Things (IoT),
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Quantum computing,
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Smart Sensors.
More information can be found at www.roboticssuisse.com.
Longevity (life sciences) is expected to be one of the largest investment opportunities in the decades to come. We believe in the following themes:
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AI
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Age Tech,
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Bionics,
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Biotech, CRISPR & Genome Sciences,
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Health Tech,
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Nano Tech,
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Rejuvenation.
More information can be found at www.longevitysuisse.com.
Bricks (commercial real estate) lags behind most asset classes in digitization. We believe in the following themes:
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AI
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3D-printing,
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Blockchain,
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Digital Twins,
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Smart Living (IoT),
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Smart Applications,
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Virtual and Augmented Reality.
More information can be found at www.brickssuisse.com.
STRATEGIC FOCUS
Our strategic focus is based on two pillars:
A “top-down” market-based assessment of a company’s potential, and a “bottom-up” analysis of its capacity to deliver growth.
Potential targets undergo a multi-step due diligence and screening process.
We take diversification and risk-adjustment very seriously.
Gartner: "Hype Cycle: Explained"