SG Value Partners | Deep Value-Aktienanlagen

20 years of weatherproof investing

We have been proudly responsible for the Warburg Value Fund for two decades

Liquidity boom

1. Cum. Return

+63%

▲

2. Strategy

Stay disciplined

3. Mindset

Treading carefully

While many investors are becoming increasingly careless, as anti-cyclical investors, we are taking a more cautious stance in the face of euphoria.

Great Financial Crisis

1. Cum. Return

-42%

▼

2. Strategy

No panic

3. Mindset

Crisis = Opportunity

Despite the significant volatility, we do not make mechanical portfolio changes. We remain rational and long-term oriented.

Reflation

1. Cum. Return

+118%

▲

2. Strategy

Believe in normality

3. Mindset

Seize new opportunities

The market turmoil of 2008/9 has left traces on our track record, but we continue to believe in normalcy and the soundness of our investment strategy.

Earthquake and Euro crisis

1. Cum. Return

-14%

▼

2. Strategy

Stay constructive

3. Mindset

Margin of safety is large

As anti-cyclical investors, we tend to be cautious when there is general optimism but try to remain constructive when the majority assumes the worst.

Growth boom

1. Cum. Return

+50%

▲

2. Strategy

Look for alternative growth

3. Mindset

Unconventionally disciplined

Our investments are not popular with market participants, but we try to discover less obvious growth opportunities.

Ultra-low interest rates

1. Cum. Return

+28%

▲

2. Strategy

Hold real assets

3. Mindset

Do not force anything

Equities (real assets) with growing dividend streams and potential capital gains generate reasonable returns even in periods of ultra-low interest rates.

Pandemic

1. Cum. Return

-21%

▼

2. Strategy

Stay positive

3. Mindset

Our strategy ist sound

A positive aspect of this uncertain time is that it ultimately shows how seriously and thoughtfully an investment strategy is being implemented.

Liquidity boost

1. Cum. Return

+93%

▲

2. Strategy

Focus on intrinsic value

3. Mindset

No unforced errors

Massive amounts of liquidity were pumped into the markets during the pandemic. A side effect: investors are confusing speculative assets with stable investments.

20 years of weatherproof investing

As an independent investment boutique, we pursue a consistent deep value approach in a global equity universe (including emerging markets). The focus is on safety of principal and an adequate return. We purposely distance ourselves from mainstream market chatter. We invest countercyclically and for the long term. This makes us independent and allows us to act free of bias or trends. Our independence enables us to implement well thought-out strategies free of prejudices and trends. We often find established companies that have been temporarily forgotten or misunderstood by the market or that have been punished for a problem.

SG Value Partners is an independent asset manager specializing in deep value equity investments. The experienced investment team is led by Sven Sommer (Chief Executive Officer, CEO) and Gregor Trachsel (Chief Investment Officer, CIO). Since 2003, they have been successfully managing deep value strategies together. Hence the “SG” in the name of the company, composed of the initials of the first names of the two long term collaborators.

SGVP Circle Fund

SGVP Japan Value Equity Fund

SGVP Global Value Equity Fund

Two decades in fund management: …and the journey continues…

The end of 2024 marked our 20-year anniversary in global equity investing on behalf of public collective investment vehicles. The continuous track record has come about by weathering all ups and downs during the period, applying the same guiding principles, resisting any style drift, and with the same decision makers in charge.

Warburg Value Fund: Long-term orientation, long-term success

In an interview with TiAM FundResearch, our CEO Sven Sommer explains our classic deep-value style in the tradition of the great icons Benjamin Graham and David Dodd, which has been consistently implemented by the SG Value Partners team in the Warburg Value Fund since December 2004.

Tighter money in Japan does not deter deep value investors

On the last day of July, in a small but telling move the Bank of Japan raised its short-term policy interest rate, from zero to 25 basis points. The first-order casualty was the Japanese stock market, with equities selling off hard and indiscriminately. The investment case for our Japanese equities however has not been altered by these moves.

Invest with vision and value

Two decades in fund management: …and the journey continues…

Warburg Value Fund: Long-term orientation, long-term success

Tighter money in Japan does not deter deep value investors