THE OPPORTUNITY

WHY ROBOTICS SUISSE?

Artificial Intelligence (AI) combined with sensors and connected devices provides robots with intellectual and mechanical capabilities. The evolution of smart robots is considered a supertrend within the 4th Industrial Revolution.

Robotics Suisse is a risk-adjusted investment vehicle covering the evolution of intelligent machines that can understand and respond to their environment and perform routine or complex tasks autonomously.

WHAT ARE WE INVESTING IN?

As the 4th Industrial Revolution progresses, so does the scope of what is considered robotics. Today, robots are making inroads into industrial applications and day-to-day life, including:

  • Health care and medical devices

  • Home robots (lawn moovers, vacuum cleaners etc.)

  • Food preparation and delivery

  • Smart factories and manufacturing

  • Automated retail and warehouses

 

We believe in growth in the following areas:

  • 3D printing

  • Autonomous Vehicles (self-driving cars and trucks)

  • Aviation (drones and flying cars)

  • Brain-Computer Interfaces

  • Cobots (collaborative robots)

  • Health tech robots, including nanobots and bionics

  • Internet of Things (IoT)

  • Robotics as a Service (RaaS)

  • Robotic Process Automation (RPA)

  • Smart sensors

  • Space and Defence tech

That's some of the opportunities we are investing in.

WHAT DRIVES THE MARKET FOR ROBOTICS?

Thanks to the advances in AI-technologies such as Machine Learning and Deep Learning, robots are becoming smarter every day. Soon robots will become self-replicating, self-repairing and partially self-designing. 

 

Robotics is therefore considered a supertrend with exponential growth potential, and the use cases seems to be endless. The following examples are not science fiction:

  • Mexico is now home to the world's first 3D printed neighbourhood. Each of the 500-square-foot homes took about 24 hours of print time.

  • Uber has entered a partnership with NASA to launch a flying taxi service by 2023.

  • Delivery robots are on the rise. The market for delivery robots is expected to grow from a value of USD 215m in 2021 to nearly USD 970m by 2026. The global robotics market is expected to reach a total of USD 74.1 billion by 2026.

Even molecules are becoming new microchips. Soon we can activate nanobots to float through our bloodstream and explore the interior of our human body. In combination with big tech companies collecting and analyzing our personal data, we will experience a paradigm shift from disease management (sickcare) to the protecting of health (healthcare).

INVESTMENT PROCESS

Our investment process is based on two pillars: A “top-down” market-based assessment of a company’s potential, and a “bottom-up” analysis of its capacity to deliver growth.

Potential target investments undergo a multi-step due diligence and screening process. All steps are safeguarded by our Research and Investment Committees.

We take diversification and risk-adjustment very seriously. Our investment approach is agile and built to capture the market evolution, no matter where active return on investment is generated.

We have "skin in the game" and invest together with our partners.