Invest with vision and value

SG Value Partners AG is an independent asset manager based in Zurich, specialising in deep value equity investments. The firm is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets and runs the SGVP Global Value Equity Fund, the SGVP Japan Value Equity Fund and the SGVP Circle Fund. Furthermore, SG Value Partners AG has advised the Warburg Value Fund continuously since its launch in 2004, acting as investment advisor to Warburg Invest Kapitalanlagegesellschaft mbH. The experienced investment team is led by Sven Sommer (Chief Executive Officer, CEO) and Gregor Trachsel (Chief Investment Officer, CIO), who have been implementing deep value strategies together since 2003. The initials «SG» in the company name stand for the first names of the two long-standing colleagues.

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. 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.