Investments
We look for sustained profitable and scalable business models with sound growth potential into new markets and/or product ranges.
Investment Philosophy & Strategy
Buy and hold of profitable companies.
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
Blattmann Schweiz AG – Based in Wädenswil, produces and sells organic and modified ingredients primarily for the food industry.
Investment year: 2012
Investment type: Equity
Industry sector: Food Ingredients
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
Filabé of Switzerland AG – Headquartered in Schaffhausen, develops, produces and sells unique cosmetics and medical skin care products.
Investment year: 2012
Investment type: Equity
Industry sector: Cosmetics
Filag Medical Schweiz AG
Filag – Headquartered in Schaffhausen, develops, produces and sells unique cosmetics and medical skin care products.
Investment year – 2017
Investment type: Equity
Industry sector: Medical Skin Care
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
Antiquorum – Established in Geneva in 1974, the company is the World’s premier auctioneer of modern and vintage timepieces.
Investment year: 2015
Investment type: Equity
Industry sector: Watch Auctioneer
Trade sale: 2018, Industiral Trade Sale
