Swisscom AG: More Capital Lite But Also More Expensive

Group 1 - The Value Lab focuses on long-only value investment ideas, targeting international mispriced equities with a portfolio yield of about 4% [1] - Swisscom AG's performance is described as neither bad nor great, with a limited CAPEX burden and ongoing investments [2] - The Valkyrie Trading Society consists of analysts sharing high conviction ideas that are expected to generate non-correlated and outsized returns in the current economic environment [3]