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.
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.
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.
(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.
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.
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
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.
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.
How Mr. Market finds its own cure
Pierre Cloux reflects on the parallels between Mr. Market and Molière’s “Imaginary Invalid”. With patience & diligence, Mr. Market finds its own cure and delivers the correct valuation.
Ah Sugar, ah Emmi Emmi
In this article, you will find Pierre Cloux’s thoughts regarding Emmi’s sugar reduction policy entwined with some refreshing Bazooka bubblegum analogies.