[01] Sector

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Industrial & Infrastructure

Long-cycle Swiss industrial holdings and infrastructure equity.

Thesis

Capital deployed in operating businesses that build, move and recycle the physical substrate of the Swiss economy — civil engineering, environmental services and specialty construction.

Rationale
  • Inflation-linked cash flows from infrastructure contracts.
  • Heritage of operating proximity through the Spross enterprises.
  • Defensible local positioning in the Greater Zürich economic area.
  • Generational time horizon permits counter-cyclical capital expenditure.
Principal Holdings
Spross Holding AG
Zürich, CH
Anchor industrial holding — civil works, environmental services.
Spross Entsorgungs AG
Zürich, CH
Waste and recycling operations.
Select infrastructure co-investments
Switzerland
Minority equity in regional infrastructure operators.
Timeline

Across the cycles.

Pre-2005
Spross family operating heritage established.
2005
Formal governance structure consolidated.
2014
Holding architecture restructured into AG.
2020
Sustainability mandate added to capital allocation.
Geography

Switzerland — Canton of Zürich · DACH region

Horizon

25+ years