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The Transition to the Cloud – A Midlife Checkup

In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.

Insights & News

China's Relevance for the Global Investor

China has a strong investment potential and is a frontrunner for the developments in other emerging market countries.

The Next Decade belongs to the Long-Term Investor

Short termism is a problem as it undermines future economic growth as the lack of long-term investments leads to slower GDP, higher unemployment and lower investment returns.

Net Zero Emission – Mission Impossible?

Is it possible to reach the target of net zero emissions of greenhouse gases by midcentury?

Leading Edge; Pushing the Boundaries and the Future of Compute

Moore’s Law has been one of the most important drivers of productivity and economic growth over the last 50 years.

Fragmenting Supply Chains & the Rise of Robots

Global supply chains are fracturing and critical industries like electronics and healthcare will be centered in the future around two distinct US and China centric supply systems.

The Anatomy of a Compounder

The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.

Sustainable Investments

All through the years, we have targeted our investments in companies with sustainable business models, strong management teams and sound and responsible business ethics. This creates the optimum basis for generating attractive long-term returns.

Longer-term Thematic Consequences of COVID-19

The impact could be short-lived and modest or extended and more serious. But COVID-19 is already challenging perceptions of what a normal course of action is.

Average Thinking does not create Winners

You cannot expect the average fund to outperform the market, just like you cannot expect the average football club to do better than average.

C WorldWide Stock Picking

Our trend-based, thematic investment approach helps us to differentiate between the day-to-day noise in markets and what is truly lasting knowledge that one can accumulate and hopefully provide superior investment insights over time.