Welcome to Franklin Watson Investments

Franklin Watson Investments AG is an independent asset manager based in Zug, Switzerland with the following core principles:

  • Aligned incentives: “our client partners’ interests are 100% aligned with ours'”
    • My family’s wealth is committed to the same strategy and investments.
    • Our fee structure is performance-driven with a base salary to cover running costs.
  • Independent: we are not obliged to any external financial intermediary and negotiate the lowest possible prices with any custodian bank in your favour.
  • Transparent: we accept no hidden third-party incentives (retrocessions)!
    • 1% management salary and 25% performance fee above 4% net-return for < CHF 20 million with a high-water mark.
    • 0.5% management salary and 25% performance fee above 5% net-return for > CHF 20 million with a high-water mark.
  • Value investing: Our investment strategy is based on the principles of value investing seeking to identify undervalued securities. We conduct independent research with the aim to generate long-term capital growth for our client partners.

Recent Posts

“Rear-view Mirror”: Munger on Bargain Opportunities in China, the Fallacy of EBITDA & the Habit of Change

Munger (link) talks about: Chinese stocks: “I think a shrewd person can find more bargain stocks in China than he can find in the U.S.” Fallacy of EBITDA – an insane invention by the investment bankers to make their life easier: referring to Buffett, Munger says D&A are real costs and actually they are the worst kind … Continue reading “Rear-view Mirror”: Munger on Bargain Opportunities in China, the Fallacy of EBITDA & the Habit of Change

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