Matthias Hug in focus with his stock recommendations for 2025

2024 was a challenging year for Swiss Small & Mid Caps. Following a sideways movement in the market, experts are now looking at 2025 and the potential opportunities in this segment. Matthias Hug, portfolio manager at Format Vermögen, shares his assessments and recommendations in this context.

Difficult times for small & mid caps

The past year was marked by uncertainties, particularly in the area of small & mid caps in Switzerland. Matthias Hug points out that although growth-oriented investments have shown stability, they lagged behind top performers such as the dividend title fund from Format Aktien Schweiz. Despite these challenges, Hug sees potential for recovery and strategic opportunities.

Promising stocks for 2025

Matthias Hug recommends the share of laboratory equipment manufacturer Tecan for the coming year. Hug underlines that the company is well positioned and is attractively valued. Tecan could benefit from normalizing demand for laboratory equipment as the negative inventory effect in industry is likely to subside.

Ypsomed is also on Format Vermögen's recommendation list. Hug is optimistic that the company will continue to benefit from the trend towards injectable drugs and that the stock offers potential for investors.

Optimistic prospects for the markets

Matthias Hug is confident that real global growth will remain solid. This could enable further revenue and profit growth for companies in this segment. However, market volatility is likely to continue to play a role in 2025, which could offer investors selective buying opportunities.

Outlook for 2025

Despite the challenges of recent years, Matthias Hug sees positive signals for the Swiss Small & Mid Cap segment. With the right investment decisions, investors can benefit from growth potential. Format Vermögen remains optimistic that 2025 will be an exciting year for investments in this area.

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