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00:42
Investment strategy based on 25 years experience. Before setting up nanos investment, Daniele spent 14 years at Pictet Asset Management in Zurich and London as Head of Swiss and later Head of European equities. With nanos investment and Crossbow Partners, Daniele created the ideal environment to execute a strategy solely focusing on compounding wealth.
02:22
Equity note: BB nanos Swiss Compounders listed on and collateralised by SIX. Why the Swiss have more “Compounders” than many other stock markets. Concentrated portfolio of 10-15 stocks selected by their compounding potential. Using proprietary nanos investment compounder efficiency (nice) score.
05:12
The importance of having diversified investment drivers in a portfolio. Hedging out the “bad seasonality” effects and unpredictable binary / political events.
07:05
The Art of Compounding: - What are the characteristics of a Compounder?. - Getting in when they are trading below intrinsic value. - Longterm horizon, patience and discipline.
08:10
Investor-friendly fees: 0% management fee. 5% hurdle rate per annum. 25% performance fee above hurdle rate.
09:44
Investment Process: Three methodologies to establish a firm’s value: - DCF (discounted cash flow). - Benjamin Graham PE. - Bruce Greenwald’s Earnings Power Valuation.
12:04
Many international investors perceive the Swiss stock market as a defensive market, and not as a hunting ground for Compounders. What are they missing out? - The “Big Three” (Roche, Nestlé, Novartis) make up 50% of the SPI index. - Opportunites “below the surface”: Highly competitive market. - Impressive longterm outperformance of Swiss small and mid caps.
14:10
Offering full transparency while keeping an edge: Creating Alpha through flexible position sizing, derivatives structures around stocks and tactical buying.

Making money while sleeping soundly: Swiss 'Compounders' highly attractive

Mar 13 2017 1 Comment
With over 25 years of experience in equity markets, Daniele Scilingo knows his native Swiss market inside out. Under the nanos investment brand, the former Head of European equities of Pictet is now solely focusing on 30-50 Swiss "compounders" he identified and follows closely. These compounders offer high return on capital employed, good cash flow generation and have a management able to allocate the capital they generate in a profitable way, or they pay it back to the investors.

Many international investors perceive the Swiss stock ...more

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