Capturing the Beginning of a Macrotrend

Singularity Reshoring  is an investment strategy that makes the innovations behind the ongoing deglobalization macrotrend investable. TSG specializes in quantifying innovation through generated cash flows and returns of listed companies. The strategy is designed to verify actual trends. To do this, TSG works closely with its own Singularity Think Tank. 

"The past few years led to the end of the borderless globalization era. New international uncertainties, marked by pandemic-related disruptions of transcontinental supply chains, threats to energy and food supplies, and geopolitical conflicts have ignited a rethinking. In this context, we can verify a worldwide trend towards deglobalization and so-called reshoring," explains Evelyne Pflugi, CEO and Co-Founder of TSG. Reshoring stands for the shift of production and related business activities back to domestic markets. The consensus is that for developed countries, regaining sovereignty over production and value creation is becoming increasingly important. "Applied innovation is the new arms race," she adds.

"Since our founding, we have been regularly approached by private banks, asset managers or family offices who would like to invest in hype topics such as the metaverse or hydrogen. So far, we've had to turn them down because we couldn't find sufficient attractive and realistic investment options," says Pflugi, who built her expertise in cash flow investing nearly 15 years ago as a resources and energy analyst at Capital Group in Los Angeles. TSG CIO Pierre Guillier adds, "What sets us apart from many tech-focused strategies is that we only focus on innovation that generates revenue - now, not in the future." Guillier says that many fail to capture deglobalization. "However, we are well positioned to do so because we closely analyze the enabling technologies that are currently relevant. Our expert- and return-driven approach separates inflated hypes from real trends."