Over 20 years of weatherproof investing

We have been proudly responsible for the Warburg Value Fund for over two decades
500
Cumulative return (indexed)
0
Dec 2004
Dec 2025

Invest with vision and value

SG Value Partners is a Zurich-based, independent investment boutique specializing in deep-value equity investments. The firm manages the SGVP Circle Fund, the SGVP Global Value Equity Fund, the SGVP Japan Value Fund, and serves as investment advisor to the Warburg Value Fund. The firm is led by its two founders, Sven Sommer and Gregor Trachsel, who have been successfully managing deep-value strategies since 2003. SG Value Partners is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager of collective investment schemes.

As an independent investment boutique, we deliberately pursue a consistent deep-value approach. Our focus is on safety of principal and an adequate return. We invest countercyclically and purposely distance ourselves from mainstream market chatter.

Asset class
Equity Fund
Investment universe
Global
# Positions
70 - 100
Liquidity
Weekly
Performance in CHF per 10/15/2026 (Klasse I1 CHF)
YTD
14.68%
1 year
22.73%
3 years (p.a.)
19.66%
Since inception (p.a.)
17.1%
Asset class
Equity Fund
Investment universe
Global
# Positions
40 - 60
Liquidity
Daily
Performance in EUR per 10/20/2026 (Klasse IB EUR)
YTD
17.1%
1 year
23.56%
5 years (p.a.)
20.04%
Since inception (p.a.)
8.49%
Asset Class
Equity Fund
Investment universe
Japan
# Positions
50 - 70
Liquidity
Daily
Performance in JPY per 10/21/2026 (Klasse IB JPY)
YTD
26.66%
1 year
40.85%
5 years (p.a.)
28.85%
Since inception (p.a.)
15.78%
Asset class
Equity Fund
Investment universe
Global
# Positions
60-80
Liquidity
Daily
Performance in EUR per 10/20/2026 (Klasse B EUR)
YTD
14.74%
1 year
21.19%
5 years (p.a.)
17.93%
Since inception (p.a.)
9.32%

Topics & Thoughts

«Chopping wood is so popular because you see the results immediately with this activity.»
Albert Einstein
«There is no free lunch – everything has its price»
English idiom
"Unsown seed does not sprout."
Japanese proverb
"We follow the numbers, not the stories."
SG Value Partners
"Fashion is ephemeral – style is eternal"
Yves Saint Laurent
«Being convinced of something gives you the confidence to do it»
Katharina Eisenlöffel
«The intelligent investor is a realist who buys from pessimists and sells to optimists.»
Benjamin Graham