Investments
We look for sustained profitable and scalable business models acting in the food, luxury & consumer goods and technologie innovation industry with sound growth potential into new markets and/or product ranges.
Investment Philosophy & Strategy
Buy and hold of profitable companies in sectors such as Food, Luxury & Consumer Goods and Technology Innovation.
Size of the Companies
We target SMEs with CHF 20-100 million of revenues. Proven profitability and cash generation and strong market position.
Industrial Focus
We pursue industrial cluster strategies for companies active in sectors “Food”, “Luxury & Consumer Goods” and “Technology Innovation”, but no Biotech investments.
Geographic Focus
Mainly Switzerland.
Control
FIDES seeks majority participations in the portfolio companies.
Investment Size
Equity: CHF 8 MM – 10 MM; for larger deals we work with co-investors.
Portfolio Companies – Food Industry
Blattmann Schweiz AG – is a food ingredients company incorporated in 1856 with a focus on specialty starches, clean label starches, organic glucose and organic gluten serving the food production industry for end consumer products such as baked-goods, sweets, dairy, meat, meat replacement and convenience products.
Investment year: 2012
Investment type: Equity
Industry sector: Food Ingredients Production
Blattmann Handels AG – based in Wädenswil sources and sells organic and modified ingredients primarily for the food industry.
Investment year: 2016
Investment type: Equity
Industry sector: Food Ingredients Trading
Blattmann Noredux
Blattmann Noredux – development and production of specific dextrines and modified starches for the food industry.
Investment year: 2012
Investment type: Equity
Industry sector: Food Ingredients Production
www.blattmannschweiz.com
Portfolio Companies – Technology Innovation
Filabé of Switzerland AG – develops, produces and sells unique sustainable skin care products based on dermal delivery technology with tremendous potential in cosmetic, medical and pharmaceutical markets.
Investment year: 2012
Investment type: Equity
Industry sector: Cosmetics
Filag Medical Schweiz AG
Filag – focus on scientific and technological development, patents and proof of concept of technology, product development and regulatory pathway verification for market entries of medical skin care products.
Investment year: 2017
Investment type: Equity
Industry sector: Medical Skin Care
Portfolio Companies – Luxury and Consumer Goods
Antiquorum – established in Geneva in 1974, Antiquorum is acting as auctioneer and appraiser of fine modern and vintage timepieces in an unparalleled niche in the global auction market. Antiquorum has a leading position in the market and is ranked number 4 in the global auction market for modern and vintage timepieces.
Investment year: 2015
Investment type: Equity
Industry sector: Watch Auctioneer
Swiza – based in Delémont the company is a casual lifestlye brand developing and producing the iconic Swiss pocket knives.
Investment year: 2016
Investment type: Loan
Industry sector: Consumer Goods
Divested Portfolio Companies
Invertag/Gorba – Gorba is a leading manufacturer in passenger information. Invertag is a developer and producer of display and input systems for pass.inf..
Investment year: 2013 / 2014
Investment type: Equity
Industry sector: Passenger Information
Trade sale: 2016, Industrial Trade Sale
