CEO Carlo Centonze is the driving force behind HeiQ, a leader in textile innovation. Conceived during a hike in the Swiss Alps in 2005, today the business has established 10 patent families and over 600 brand partnerships worldwide.

Its customers are apparel manufacturers and given inflation in 2023, we expect muted progress in terms of revenues in 2023. The weakened consumer demand has impacted sales but also increased inventory levels; China’s lockdowns did not help.

While the macroeconomic headwinds have prevented the Company from achieving its financial targets, this was not the case with the progress made in blockbuster technologies.

  • A first pilot commercialisation line for HeiQ AeoniQ; Hugo Boss as an investor and launch partner.
  • It has sold some samples of its GrapheneX membrane to leading players in the production of batteries and handheld mobile devices and ordering the first pilot commercialisation plant.
  • It received a recommendation by the Robert Koch Institute for HeiQ Synbio probiotic cleaners versus disinfectants for hospitals following the publication by the Charitè Hospital in Berlin.

One common theme that readers will observe in our holdings is our focus on three things: management, management, and management. In each case, these leaders run their businesses with a true ownership mindset and they love what they do. In our opinion, they are not principally driven by financial gain. Instead, they care for company culture and play to win while delivering value to customers and all stakeholders.

We like to focus on good companies but prefer ones that are undiscovered and under-researched. These companies also have limited broker coverage and we like to invest before others identify their attractions.

Share your thoughts

Your email address will not be published. Required fields are marked *