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PSP Swiss Property: A Prime Address in the OMSP1
26 Mar 2026
PSP Swiss Property is back in the OMSP1 as of March 2026, returning after being removed in March 2024 when rising interest rates hit commercial real estate valuations across Europe. Since then, the Swiss National Bank's decisive rate cuts have turned the tide. PSP's portfolio gained significant value in 2025, the share price outperformed the broader Swiss market, and the company hit every operational target it set for itself. Behind the headlines, management used the quieter period wisely, selling assets above book value, rezoning properties for higher-value uses, and keeping the balance sheet in excellent shape. A reliable dividend, a portfolio anchored in Switzerland's best city locations, and a disciplined management team are why we bring PSP back into the Obermatt Swiss Pearls Index.
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The "Cream" of the Crop: Emmi Returns to OMSP1
26 Feb 2026
This month, we are making a strategic adjustment to the Obermatt Swiss Pearls Index (OMSP1), locking in our profits with EFG International and welcoming back a familiar face: Emmi. It returns to the portfolio with impressive volume-driven growth, smart acquisitions in the high-margin premium dessert market, and booming sales across the Americas. Backed by a strong Obermatt 360° View and a highly reliable dividend, read our latest blog to find out why this Swiss dairy leader is the perfect defensive anchor for the portfolio right now.
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OMSP1: VAT Group - The "Gatekeeper" of the AI Revolution
29 Jan 2026
Everyone talks about NVIDIA. But almost no one talks about the Swiss engineering that makes NVIDIA’s
chips possible. Modern AI processors require a production environment of absolute purity—a technical
challenge that VAT Group solves more effectively than any competitor globally.
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