
What smart money is saying about The Swatch Group AG
2 funds in our archive have pitched The Swatch Group AG — most recently Overstone Global All Cap Value Fund in December 2025.
The Swatch Group AG designs, manufactures, and sells finished watches, jewelry, and watch movements and components worldwide. It operates through Watches & Jewelry and Electronic Systems segments. The Watches & Jewelry segment designs, produces, and commercializes watches and jewelry. The Electronic Systems segment is involved in the design, production, and commercialization of electronic components, as well as sports timing activities. It is also involved in the provision of assembly, research and development, administration, watch case polishing, logistics and distribution, and customer services; and hard material products, microelectronics, watch cases and crowns, miniature low-frequency quartz crystals, thin wires, miniature batteries, watch dials and bracelets, watch hands, sports timing technology and equipment, precision parts, and assembly electronic components. In addition, the company engages in retail, communication, real estate project and property management, finance, reinsurance, and art center businesses. It offers its watch and jewelry products primarily under the Breguet, Harry Winston, Blancpain, Glashütte Original, Jaquet Droz, Léon Hatot, Omega, Longines, Rado, Union Glashütte, Tissot, Balmain, Certina, Mido, Hamilton, Calvin Klein, Swatch, and Flik Flak brands. The Swatch Group AG was founded in 1983 and is headquartered in Biel/Bienne, Switzerland.
Fund coverage · 2 theses
- Overstone Global All Cap Value FundDecember 2025
The Swatch Group is a Swiss watchmaker with significant tangible assets and operating leverage potential, trading at a valuation implying substantial upside to intrinsic value.
Read the full thesis - East 72 Dynasty TrustSeptember 2025
Swatch is an undervalued luxury brand with strong marketing and design skills, presenting a compelling investment opportunity driven by potential capital management, improved outlook in Greater China, brand revitalization, and favorable changes in the US tariff environment.
Read the full thesis
Read every full thesis on The Swatch Group AG
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→