The SilverBullet – 30 January 2015

CLIMBING THE SWISS FRANC MOUNTAIN
How Swiss companies thrive despite Swiss Franc appreciation

In our second SilverBullet issue, we focus on the impact of the Swiss Franc appreciation on the stock price performance of Swiss equities. Many people assume that a rising currency is bad for companies reliant on exports and thus negatively affects stock returns. As SilverCross has significant exposure to Swiss companies thanks to its investments in Belimo, Interroll and Panalpina, we wanted to test this assumption and see if this is actually true. Hint: it is not, so read on.

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David SimonsThe SilverBullet – 30 January 2015