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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Fintech
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Quantum computing
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Robotics
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Longevity
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Defence & Security
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.
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 remains one of the most disruptive and fastest growing tech areas. Global Fintech Revenues are expected to grow by 6x between 2021 and 2030.
The rise of digital payments and money transfers characterized the first fintech wave. We believe, that the next wave will be characterized by new “off-the-shelf” infrastructure to support the development of new compliant applications.
Key features within this investment theme include the identification, verification and monetization of data, but our fintech definition extends to cover, e.g., Consumer Finance, Payments, Transaction Services, Blockchain, InsurTech and RegTech.
Quantum computing, communication and sensing are at the forefront of technological innovation, revolutionizing the way we process information and solve complex problems. The technology harnesses the principles of quantum mechanics to perform calculations at speeds unimaginable with classical computers.
Driven to a significant extent by research at Danish and Swiss institutions, and with applications in various industries such as AI, cybersecurity, finance, and healthcare, we view Quantum as a promising investment theme. By investing in Quantum, we can capitalize on the potential for groundbreaking advancements across various areas and unlocking a new frontier of innovation
Driven by professional services robots, the global Robotics market is expected to grow at 22-31% CAGR towards 2030.
The integration of artificial intelligence with advanced sensors and connected devices is revolutionizing the robotics landscape, allowing for robots with both cognitive intelligence and physical adroitness. Our interest is particularly aimed at mobile and stationary professional robots within topics such as precision-driven smart agriculture, proactive surveillance and smart factories and warehouses.
We have a strong robotics network in, e.g. the Danish Odense cluster, SDU and ETH Zürich.
In 2050, 1.6 billion people globally will be over the age of 65, as life expectancy continues to grow in the Western world, and as developing economies are rapidly catching up. We expect Longevity to be one of the largest investment opportunities in the decades to come.
Today we can read, write and edit the code of life - our own personal software. Prediction tools will revolutionise drug formulation and thereby contribute to reduce time and resources spent on R&D in the life science industry. In combination with big tech companies collecting and analyzing our personal data, we will experience a paradigm shift from disease management (sickcare) to the protecting of health (healthcare), not only adding years to life, but ensuring that more years are spent in good health.
We have a unique advantage in Defence and Security, a new and rapidly growing investment theme, fueled by geopolitics.
The current global geopolitical situation, including events in Ukraine, the Taiwan Strait and the Middle East underscores the urgent need for innovative technological solutions to help safeguard the stability, integrity, and resilience of citizens, companies and nations in an increasingly complex geopolitical landscape.
Our investment team has a strong network in the sector, driven by leadership backgrounds in the Danish Ministry of Defence, the Danish Army and helping large defence prime contractors developing their strategies.
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"