As an independent investment boutique, we pursue a consistent deep value approach. 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.

Straightforward, independent, and free of prejudice

Our offering

SGVP Circle Fund – A circle that closes

With the SGVP Circle Fund we offer access to a unique portfolio of handpicked equities based exclusively on fundamental valuation criteria. Any consideration of common stock indices is disregarded.

We invest from an entrepreneur's perspective. When selecting stocks, the focus is always on the individual investment

With the SGVP Circle Fund, we combine the advantages of a global equity fund with the benefits of a discretionary mandate: our clients benefit on the one hand from the simple and efficient handling of a collective investment, and on the other hand from direct access to the portfolio management team as with a mandate.

Product details

How a deep value investor seeks growth

Certain questions and topics are true «evergreens». How we as bottom-up focused deep value investors seek and find growth has been addressed already back in 2012 - and we stand behind our past assessment also today.

Fundview interview with CEO Sven Sommer

Fundview's Newcomer series features an interview with Sven Sommer about our SGVP Circle Fund, launched in September 2022, which provides access to a unique deep value portfolio.

Portfolio companies that stand the test of time

CIO Insights 4Q2022

The average firm life in the our portfolios is approximately 90 years. This is an exceptional and striking figure for a multifaceted, globally diversified portfolio, especially when viewed in context of the novelty-seeking investment behavior that seems to describe common practice nowadays.