Eugen Stamm

Today, the Kaufmann Equity fund publishes its Q1 2024 update. Qualified investors domiciled in Switzerland can access the monthly letters and quarterly reports on demand by direct messaging Alexandre Kaufmann. This slide shows the fund's current top 15 investments, including Alphabet Inc., Apple, Belimo, Canada Goose, Geberit, Meta, Mettler-Toledo International, Inc, Microsoft, MicroStrategy, Philip Morris International, Sika, Tencent, Tesla, Unilever and VZ VermögensZentrum. What do these companies have in common? They all enjoy strong leadership, often still led by their founders. They have meritocratic corporate cultures and are agile in responding to change. They continue to invest in their growth initiatives, positioning themselves to benefit from significant megatrends such as digitalisation, climate change, and the aging of world population. Finally, these companies continue to generate superior economics, aligning with the fund's investment framework.

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Geneva-based Forestay Capital is one of the few Swiss VCs focussing on growth stage investments. This second fund has received backing from some of the largest family offices in Europe and Switzerland. Forestay II will primarily invest in Enterprise AI and Software as a Service (SaaS) sectors. With an early growth $10-15M lead investment sweet spot, Forestay invests in visionary teams reaching growth inflexion points and actively partners with them to catalyse accelerated growth. Forestay II has already partnered with enterprise AI startups such as Israeli cybersecurity solution, Veriti, and Swiss engineering intelligence company, Neural Concept. Swiss companies backed by Forestay I included Nexthink, Scandit, BlueBotics and Kandou. Frederic Wohlwend Jonas Jeandupeux #growthstage #VC #enterpriseAI #SaaS https://lnkd.in/ebpU8X74

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We are thrilled to have been featured in BTC-ECHO, discussing the booming tokenization of real world assets or RWAs. A special thank you to Sven Wagenknecht for the insightful interview and great questions. Alexander Rapatz, our Founding & Managing Partner, highlighted the global growing interest in RWAs, the most promising tokenized asset classes, the challenges in Europe and Germany, and the potential in the Asian market. He also delved into some of our latest projects and our expansion into new markets. Read the full interview below (in German). #RWA #realworldassets #tokenization #digitalsecurities #interview #DeFi #tokenizedassets

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#INVEST // Following the interest sparked by our first DeFi product in collaboration with fija Capital, we are excited to launch a second token offering together: Open for investment as of today, the 𝐟𝐢𝐣𝐚 𝐄𝐓𝐇 𝐆𝐌𝐗 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 is now live for retail investors from Germany and for professional investors from Europe on our website. Gain access to high yields on your Ethereum through fija’s fully automated and secure strategy, packaged as a regulated security. How it works: • Earn from Multiple Sources: The strategy generates dynamic returns by providing ETH liquidity on the GMX DeFi Platform, earning on trading and borrowing fees. • Smart Hedging: Utilizing the decentralized lending platform Aave, a hedging mechanism effectively creates a long position for ETH to maintain full Ethereum exposure. • Automated Management: Built-in risk controls and automatic rebalancing ensure your investment stays optimized and protected. fija further streamlines your access into DeFi with its second product and allows you to utilize their potential again with just one click. Their ETH GMX Strategy offers a hassle-free investment that manages itself through automation - fully regulated. Read more and invest here: https://lnkd.in/dqc7iSSu Alexander Rapatz, Brian Elders (布萊恩) 🇮🇪🇭🇺🇭🇰🇪🇺🌍, Stephen B., Michael Dvorak, Oscar Riegler, Josef Ku, Christian Zahlbruckner, Connor Cantwell, Jan Martasek, Juergen Hoebarth, Ciaran Hynes, Rob Frasca Christoph Scholze, Lieven Hauspie, Tim Federspiel, David Kurz, fija Finance #offering #DeFi #investment #financialservices #financialmarkets #STO #digitalsecurities #blockchain #bond #digitalassets #ETH

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