ACTIONABLE THEMATIC-DRIVEN INVESTMENT ANALYSIS
FOR INDEPENDENT INVESTORS

Actionable, thematic‑driven investment analysis for independent investors

Independent research on listed companies building the systems the real economy runs on — power, grids, water, infrastructure and resource productivity. Net positive to society, and held to the same return standard as anything else.

MLT Capital Research AG is a Switzerland-based publisher of financial research, affiliated with the investment firm MLT Capital Investments AG. We take no advertising and no payment from the companies we cover.

Focus on Net Positive Investing

Where financial returns meet positive societal impact. We look for companies whose product is something the world structurally needs more of — and whose economics are good enough to own without an argument about ethics. Societal benefit decides what we study; risk-adjusted return decides what we recommend.

The Three Principles

We study thematic trends and invest in these for an average period of 6 months to 4 years.

We set the definition for “skin in the game“. A recommendation equals a position.

We’re fully independent: no advertising, no sponsorship, no payment from the companies we cover. Conflicts are disclosed, not denied.

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In-depth articles and independent insights on current themes.

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