NS Partners
INVESTMENT INSIGHTS
Explore our latest research, market commentary, investment perspectives and corporate updates — designed to help investors navigate complexity with clarity.
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Investment NS Webinaire DGC Stock Selection FundMay 2026
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LATEST INSIGHTS
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The Benefits of Investing in Renewable Energy Assets
December 2016
Experience has taught Notz Stucki to pay as much attention to the individual as to the quantitative side…
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Chart of the Month: 1986 – 2016 « LIVE TO TELL » (MADONNA)
December 2016
Chart of the Month 1986 – 2016. « LIVE TO TELL » (MADONNA) In 1986 Madonna was singing…
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Perception vs. Reality: US Election
November 2016
Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and…
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Gap risk – Mind the Gap!
November 2016
Gap risk - Mind the Gap! With age sometimes comes wisdom. The wisdom to understand that operating on…
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Chart of the Month: US Healthcare sector, an appealing opportunity?
October 2016
US Healthcare sector : an appealing opportunity? The US Healthcare sector is comprised of Pharmaceutical, Biotech, Medical Equipment…
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A (deep) contrarian view #2: Buy Sterling Pound Vs. Us Dollar
October 2016
BUY STERLING POUND VS. US DOLLAR CURRENT SITUATION On June 23rd, UK citizens voted to leave the European…
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A mixed picture for low volatility names
October 2016
Low vol as a factor has had a mixed year. It outperformed at the beginning of the year…
Read MoreNotz Stucki Investment Meeting – Notes 11 10 2016
October 2016
Please see the latest notes from our investment meeting held in Geneva last Tuesday: Notz Stucki Investment Meeting -…
Read MoreInvestment Outlook Q4 2016
October 2016
Notz Stucki has just released its investment outlook for the last quarter of 2016. Please click here to download the…
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Awards – Notz Stucki Funds
October 2016
We are pleased to announce that two of our funds have been awarded in September: NS Selection - Arowana: Best…
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Chart of the Month: European Sovereign Spreads: Time to be cautious?
October 2016
European Sovereign Spreads: Time to be cautious? The chart here above illustrates the yield spread between the 10…
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Perception vs. Reality: Should we blindy buy high dividend yield stocks? NO. Should we buy increasing dividend yield stocks? YES.
September 2016
Daniel Kahneman, the Nobel Prize in Economic Sciences in 2002, wrote a best-selling book entitled “Thinking, Fast and…
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