When Energy Enters Its Internet Era – Highlights from SPHERE PODIUM event in Geneva

During the recent SPHERE PODIUM GENEVA event on May 13, 2025, Pierre Mouton shared a thought-provoking perspective on the future of energy investing in his talk: When Energy Enters Its Internet Era.

Drawing parallels between the digital revolution and today’s energy transition, he explored how the DGC Energy Fund identifies profitable, high-quality companies driving structural change, without falling into the trap of speculative trends.

Watch the video from Pierre Mouton’s talk and discover why active management and disciplined fundamentals are more relevant than ever in the clean energy space.

NS Partners, the partner of your success. Today and tomorrow.

The partner of your success. NS PARTNERS

Today and tomorrow.

60 years ago, we practically invented a new way of investing: selecting the best hedge fund managers to build multi-manager portfolios that yield superior returns and, above all, protect your capital thanks to their asymmetric risk profile.

By relying on talent and innovation rather than standardisation and herd mentality, we have become one of the largest independent asset management companies in Switzerland and Europe, and the trusted partner of countless demanding investors.

NS Partners Business meeting in modern office space. — The partner of your success. Today and tomorrow

OUR PIONEERING SPIRIT LIVES ON

This pioneering spirit continues to drive us today. Because we know that companies are only so strong as their ability to reinvent themselves, we remain true to our heritage, with our sights always set on the future.

Together, we will imagine the shape of things to come.

INVESTING FOR TOMORROW

We like to say that we are 60 years young.

Because we are never satisfied and we never rest on our laurels. And because we know that looking in the rearview mirror cannot help us avoid future obstacles, we are always looking ahead.

Hiring the future talents. Investing in technology to constantly improve our processes and the quality of your relationship with us.

So you will feel at home. Confident that we are the right partner for you.

NS Partners, still young at 60?

60 YEARS OF INVESTING WITH TALENT

In 1964, our founder Beat Notz realised that there were a small number of exceptional fund managers in the world who devised new investment strategies that could deliver superior results in most market conditions. So we developed a simple but revolutionary concept: to invest with these unique talents wherever they may be, without limiting his scope to the expertise available in-house.

By doing so, we essentially invented hedge fund selection and multi-manager investing.

IT’S TALENT THAT MAKES THE DIFFERENCE

Far from the current trend towards standardized investments, we are convinced that there are a few talented individuals who can make a difference.

This is why, year after year, we identify the best money managers worldwide, with whom we’ve established long-lasting relationships.

To complement these external skills and build our own in-house talent pool, we also hire highly qualified professionals to develop our own investment strategies.

When it comes to investing, we follow an immutable rule: you can’t get ahead by following the pack. That’s why we actively manage our portfolios, without constraints and on the basis of strong convictions.

A PIONEERING SPIRIT THAT STILL DRIVES US TODAY

This founding idea met with great success and NS Partners has grown to become one of the leading independent asset managers in Switzerland.

Today, rather than resting on our laurels, we remain driven by the same pioneering spirit. Because we know that companies are only so strong as their ability to reinvent themselves, we remain true to our heritage, with our sights always set on the future.

NS Partners, still young at 60?

60 YEARS OF INVESTING WITH TALENT

In 1964, our founder Beat Notz realised that there were a small number of exceptional fund managers in the world who devised new investment strategies that could deliver superior results in most market conditions. So we developed a simple but revolutionary concept: to invest with these unique talents wherever they may be, without limiting his scope to the expertise available in-house.

By doing so, we essentially invented hedge fund selection and multi-manager investing.

IT’S TALENT THAT MAKES THE DIFFERENCE

Far from the current trend towards standardized investments, we are convinced that there are a few talented individuals who can make a difference.

This is why, year after year, we identify the best money managers worldwide, with whom we’ve established long-lasting relationships.

To complement these external skills and build our own in-house talent pool, we also hire highly qualified professionals to develop our own investment strategies.

When it comes to investing, we follow an immutable rule: you can’t get ahead by following the pack. That’s why we actively manage our portfolios, without constraints and on the basis of strong convictions.

A PIONEERING SPIRIT THAT STILL DRIVES US TODAY

This founding idea met with great success and NS Partners has grown to become one of the leading independent asset managers in Switzerland.

Today, rather than resting on our laurels, we remain driven by the same pioneering spirit. Because we know that companies are only so strong as their ability to reinvent themselves, we remain true to our heritage, with our sights always set on the future.

Investing in picks and shovels

The 1848-1855 California Gold Rush attracted thousands of fortune seekers. While some found a few nuggets, many went away empty-handed, having lost a lot of money. However, pickaxe and shovel sellers did pretty well out of those caught up in the gold fever. Although this was a less enticing prospect than discovering a vein of gold, these traders made big profits.

Merchants do better than prospectors

Today we are in the midst of a 30-year transition towards decarbonising our economy, which makes “transition metals” look like a particularly attractive investment opportunity – as the sellers of picks and shovels of yesteryear did. Indeed, current investors are on the hunt for gold. i.e. the future market leaders in electric vehicles, battery manufacturing, wind energy, public electricity utilities or solar panels. But what all these sectors have in common is a huge need for transition metals, which could provide the real big wins of the move to decarbonisation.

Metals vital to the transition

One such essential metal is lithium, which is used in laptop batteries, smartphones and electric vehicles, as well as energy storage. Lithium is found in mines and in brine deposits and lithium-rich salts. Rare earth elements, such as neodymium, dysprosium and praseodymium, are used to make the permanent magnets needed for EVs and wind turbines. They can be found in small amounts all over the world, but China is the country that is most active in mining and refining them. Several companies based in North America and Australia are also major suppliers. Uranium, meanwhile, is increasingly being used as a replacement fuel for coal, fuel oil and natural gas in nuclear power plants. A number of the biggest uranium suppliers are in Canada. Copper will directly benefit from the increasing electrification, as it is needed for enhancing the electricity grid, wiring EVs and connecting wind turbines to the grid.

China plays an important role in refining and supplying these transition metals, but bedfore rushing in, investors must take into account the risks attached to investing in a country without fully reliable legal and economic structures. Countries with less government intervention and a more stable legal system are likely to be a better bet.

The recently passed US Inflation Reduction Act, which supports clean energy financing, as well as forthcoming EU regulations promoting the adoption of cleaner energy technologies, will increase demand for transition metals. As a result, investing in the ‘picks and shovels’ of the energy transition – which should continue over the next 30 years – may be the way to go.

Article published in Le Temps, 6 February, 2023

Investir dans les pelles et le pioches

Investissement alternatif : Notz Stucki, pionnier et expert reconnu

Quels sont nos atouts sur le marché des investissements alternatifs?

Sur le marché de l’investissement alternatif, la différenciation repose avant tout sur l’expertise, la sélection rigoureuse des gérants et la capacité à identifier des opportunités décorrélées des marchés traditionnels. Chez Notz Stucki, notre approche repose sur une analyse approfondie des stratégies, une gestion active des risques et un accès privilégié à des gérants de hedge funds reconnus pour leur talent et leur discipline.

Des éléments de réponse de notre Responsable des Investissements Alternatifs, Cédric Dingens, dans une courte vidéo: “Hedge Funds – Des gérants hors du commun”.

Les performances passées ne garantissent pas les résultats futurs. Les opinions, stratégies et instruments financiers décrits dans le présent document peuvent ne pas convenir à tous les investisseurs. Les opinions énoncées sont celles valables à la date de publication de ce document.

Toute référence aux indices de marches ou composites, indices de référence, ou autres mesures de performance relative des marches a une certaine période sont indiquées à titre d’information. Notz Stucki ne donne aucune garantie et n’est aucunement responsable de l’exactitude et de l’exhaustivité de l’ensemble des informations (données financières de marche, cours de bourse, avis de recherche ou description de tout autre instrument financier) contenus dans ce document.

Le présent document n’est pas destiné aux personnes ou entités qui seraient citoyennes ou résidentes d’un lieu, état, pays ou juridiction dans lesquels sa distribution, sa publication, sa mise à disposition ou son utilisation seraient contraires aux lois ou règlements en vigueur. Les informations et données fournies dans le présent document sont communiquées à titre indicatif uniquement et ne constituent ni une offre, ni une incitation à acheter, vendre ou souscrire a des titres ou tout autre instrument financier. Il est fait référence dans ce document a des fonds d’investissement qui n’ont pas été enregistrés auprès de la Finma et ne peuvent donc pas être distribues en ou depuis la suisse sauf à certaines catégories d’investisseurs éligibles. Certaines des sociétés du groupe Notz Stucki ou ses clients peuvent être détenteurs d’une position dans les instruments financiers de l’un des émetteurs mentionnes dans ce document, ou agir en tant que consultant pour l’un d’eux.

Des informations supplémentaires sont disponibles sur demande.

Notz Stucki – An alternative investment pioneer.

What are our strengths in the alternative investment market?

Some answers from our Head of Alternative Investments, Cédric Dingens, in a short video: “Hedge funds – Managers that stand out from the crowd”.

Past performance is not indicative of future results. The views, strategies and financial instruments described in this document may not be suitable for all investors. Opinions expressed are current opinions as of date(s) appearing in this material only.

References to market or composite indices, benchmarks or other measures of relative market performance over a specified period of time are provided for your information only. Notz, Stucki provides no warranty and makes no representation of any kind whatsoever regarding the accuracy and completeness of any data, including financial market data, quotes, research notes or other financial instrument referred to in this document.

This document does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation. Any reference in this document to specific securities and issuers are for illustrative purposes only, and should not be interpreted as recommendations to purchase or sell those securities. References in this document to investment funds that have not been registered with the FINMA cannot be distributed in or from Switzerland except to certain categories of eligible investors. Some of the entities of the Notz Stucki Group or its clients may hold a position in the financial instruments of any issuer discussed herein, or act as advisor to any such issuer.

Additional information is available on request.

Resilience, transforming theory to action.

Resilience

How did Notz Stucki manage the Covid-19 situation? Some answers from our CIO, Angel Sanz.

Past performance is not indicative of future results. The views, strategies and financial instruments described in this document may not be suitable for all investors. Opinions expressed are current opinions as of date(s) appearing in this material only.

References to market or composite indices, benchmarks or other measures of relative market performance over a specified period of time are provided for your information only. Notz, Stucki provides no warranty and makes no representation of any kind whatsoever regarding the accuracy and completeness of any data, including financial market data, quotes, research notes or other financial instrument referred to in this document.

This document does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation. Any reference in this document to specific securities and issuers are for illustrative purposes only, and should not be interpreted as recommendations to purchase or sell those securities. References in this document to investment funds that have not been registered with the FINMA cannot be distributed in or from Switzerland except to certain categories of eligible investors. Some of the entities of the Notz Stucki Group or its clients may hold a position in the financial instruments of any issuer discussed herein, or act as advisor to any such issuer.

Additional information is available on request.