Opinions

2018-07-13

Seeking Wisdom II – Beware of “systems thinking”!

In this month’s opinion, Pierre Cloux uncovers the curious human behavior of system thinking.
2018-06-15

Seeking wisdom – On a pilgrimage to Omaha

In this month’s opinion, join Pierre Cloux on his adventure to Omaha.
2018-05-04

So who’s the Donkey? Mr. Market? Or is he Dr. Jekyll & Mr. Hyde?

In this month’s opinion, Pierre Cloux takes an introspective journey through France while drawing parallels with his experience with Mr. Market.
2018-04-16

Investis – The “Boss” with a vision has stamina & walks the talk!

Find out what a successful Swiss entrepreneur looks like through Pierre Cloux’s analysis of Investis.
2018-03-01

Federer, Chainsaw, and Russian Roulette: Lessons from the Recent Volatility Spike

Following February’s volatility spike, Pierre de Saab, Partner and Head of Asset Management at Dominicé, contemplates the lessons to be learned.
2018-02-28

(S)Watch it Johnny! Scratch-resistant Ceramic arguments

Pierre Cloux, Partner and Swiss equities fund manager, contemplates the influence of the smartwatches on the future of the Swiss watch industry.
2018-01-19

We sang the Blues, we like the Blues - BUT we didn’t have the Blues

Pierre Cloux celebrates the 10th anniversary of his fund. He explains the investment philosophy that has made him successful this past decade.
2018-01-08

Temenos – A cut above the rest

In this month’s opinion, find out how Temenos, the software for banking and finance, has risen above the rest over the last 20 years
2017-12-05

Aryzta – hands in the dough

November’s opinion brings us a fresh take on Aryzta. Pierre Cloux walks us along the tale of an Irish bakery turned baking giant.
2017-11-09

About Style Drift, Portfolio Shift & Music Riff

In October’s Opinion, Pierre Cloux reflects on the raging bull market and how to adjust equity strategies to such extreme market behaviors.