This interview is in Swiss language and without subtitles. Obermatt CEO Dr. Hermann J. Stern takes questions from Obermatt investors in his regular Zoom Talks in Swiss, German or English depending on the audience. At the February 4 event, the topic was his opinion on the current market situation and possible investment strategies. Dr. Stern explains why the markets as they are today make perfect sense. He is interested in niches that he feels receive too little attention. He explains ideas on Africa and the classic European manufacturing industry and why he likes to invest there. He also touches on the topics of electromobility and decarbonization, which he believes are still underestimated in terms of their expected impact in the market. In the conversation, there is also an outlook on the expansion of the stocks covered by Obermatt to more than 12,000 stocks and the plans of further criteria for stock selection that will soon be available to Obermatt Premium subscribers in the filter. The next dates for talks with Dr. Stern can be found here.
February 12, 2021