Investing at the Intersection of
Technology And Sustainability

Synapse Invest, a Geneva-based investment company, focuses on disruptive secular growth themes through public equities.​

Our investment philosophy hinges on high convictions and on an unconstrained approach that allows to eliminate geographic, sector and benchmark constraints.

We are particularly focused on the interactions between various technologies and industries, putting us at the nexus of many innovations.​

FUNDAMENTAL RESEARCH

• More than 40 years of combined equity research experience​ covering Tech, Media and Telecoms
• Worked on Tech and Media IPOs, capital increases & private equity deals​

INDUSTRY NETWORK

• Interaction with our network of professionals to gain industry insight​
• Regular contacts with the private equity world to identify emerging trends​

TRACK-RECORD

• Long experience of managing equity portfolios with across – the – board outperformance​
• Extensive knowledge in creating, launching and managing thematic portfolios​

USE OF AI TOOLS

• Not only passionately talking about technology, but implementing it
• Use of various models to monitor our investment universe
• Machine learning algorithms to help us manage risk and size positions

Investing at the Intersection of
Technology, Sustainability
and Growth

Synapse Invest, a Geneva-based investment company, invests in innovative secular growth themes through public equities.​

Our investment philosophy hinges on high convictions and on an unconstrained approach that allows to eliminate geographic, sector and benchmark constraints.

We are particularly focused on the interactions between various technologies and industries, putting us at the nexus of many innovations.​

FUNDAMENTAL RESEARCH

• More than 40 years of combined equity research experience​
• Worked on Tech and Media IPOs, capital increases & private equity deals​

INDUSTRY NETWORK

• Interaction with our network of professionals to gain industry insight​
• Regular contacts with the private equity world to identify emerging trends​

TRACK-RECORD

• Long experience of managing equity portfolios with across – the – board outperformance​
• Extensive knowledge in creating, launching and managing thematic portfolios​

USE OF AI TOOLS

• We are not only passionately talking about technology, we are implementing it​
• We use various models to help us monitor our investment universe and machine learning algorithms to help us manage risk and size positions​

SECULAR GROWTH, CONVICTIONS, UNCONSTRAINED

SECULAR GROWTH

  • Looking for consistent growth decorrelated from global economy
  • New products/technologies creating their own demand or disrupting existing businesses​
  • Evolving consumer & societal trends (plant-based food, ageing population, climate change…)​

HIGH CONVICTION

  • Concentrated portfolios holding between 20 to 40 stocks on average
  • Top convictions can account each for 10% of a portfolio (at initiation)​
  • Low portfolio turnover​

UNCONSTRAINED

  • Portfolios are benchmark agnostic
  • Discretionary rebalancings​
  • Looking for investment opportunities across all sectors and geographies​
  • No time constraints: portfolios are not managed on a quarterly basis​
  • Strong attention to risk management​

OUR THEMES

We have developed a range of investment products providing exposure to various secular themes. These thematic products offer different risk profiles and present limited overlap.

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