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We regularly publish our readings of the market and our operational experience. These texts commit their authors and in no way constitute investment advice.

Cresmont InvestmentGeneva · Switzerland
Independent capital

Strategy

Why patient capital stays scarce where it would be most useful

The markets offering the highest risk premia are also those where investment horizons are shortest. That contradiction explains a large share of the failures we observe.

14 May 20267 min read

“It is not country risk that destroys value, it is the mismatch between the duration of the capital and the duration of the project.”

This document reflects the opinion of its author at the date of publication. It constitutes neither an offer, nor a recommendation, nor investment advice.

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Views from our teams

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