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

Invest with vision and value

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
The intelligent investor is a realist who sells to optimists and buys from pessimists.
Benjamin Graham