What is SwissThematics

‘SwissThematics’ is a Geneva-based investment think tank, specializing in global megatrends in science and society and their intersection with finance.

Taking pride in our Swiss identity, we leverage greatly the deep rooted Swiss culture of innovation, digital disruption and sustainability.

We are a team of responsible investment professionals with in depth knowledge of global capital markets and significant experience in fund management, stock analysis and idea generation.

We rely on a robust and transparent framework to identify relevant megatrends and themes, and a bottom-up process to identify actionnable ideas.

What we do

‘Disruption’ best describes our thematic investment focus.

Megatrends that shape how we interact, how we do things, and what we consume. It is imperative to understand them early. Our thorough research allows us to understand long term implications of such technological, demographic, political, and consumption trends.

Being able to connect dots and spotting key enablers and structural winners is our forte. Our investment universe is global. This allows us to pick structural winners wherever they are.

Our current thematic focus is on the following investment themes.