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What smart money is saying about RichemontSwitzerland flag

CFR.SW · Consumer Cyclical · Luxury Goods · Market cap $140.49B

1 fund in our archive has pitched Richemont — most recently Platinium AM in December 2024.

Company profile

Compagnie Financière Richemont S.A. is a prominent Swiss-based luxury conglomerate with a global footprint, conducting business across Europe, the Middle East, Africa, Asia, and the Americas. Its operations are structured into three primary divisions: Jewellery Maisons, Specialist Watchmakers, and Online Distributors. The company is involved in the design, production, and worldwide distribution of a diverse range of high-end goods, encompassing exquisite jewelry, precision timekeeping devices, watches, sophisticated writing instruments, upscale clothing, and premium leather goods and accessories. These distinguished products are sold under an extensive portfolio of renowned brands, including Cartier, Van Cleef & Arpels, IWC Schaffhausen, Montblanc, Chloé, and digital platforms like NET-A-PORTER, among numerous others. Distribution takes place through both its proprietary network of boutiques and various online retail channels. Established in 1979, Compagnie Financière Richemont S.A. maintains its corporate headquarters in Bellevue, Switzerland.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2024 and Q2 2026, 1 fund letter reported a position in Richemont, with no move described.

Fund letters reporting a position in Richemont, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q4 20240001

Fund activity · 1 position

  • HoldsBaillie Gifford International Alpha
    June 2026
    Swiss luxury business Richemont, continues to show the durability of its jewellery maisons against a challenging macro backdrop.
    Read the letterRichemont

Fund coverage · 1 thesis

  • Platinium AM
    December 2024

    Richemont is a high-quality luxury goods maker with strong jewellery brands, poised for growth despite the current industry downturn.

    Read the full thesis

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