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.

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

A word on market capitalization

Our strategy follows an all-cap approach. Currently, roughly three-quarters of portfolio holdings fall into the mid- and small cap range (below USD 10bn). However - we ought to draw a distinction between size in the stock market versus size as a business.

Interview with Gregor Trachsel on Japan

In an interview with Fundview, our CIO Gregor Trachsel talks about the reasons for our high allocation to Japanese equities and the difficulties and advantages of the Japanese stock market.

The gradual revindication of Japanese equities

One of the distinctive traits in our global investment program throughout the years has been a sizable and steady allocation (currently 15 - 20% of the portfolio) in carefully chosen Japanese equities.

Investing, jointly.

SGVP Circle Fund – A circle that closes

A word on market capitalization

Interview with Gregor Trachsel on Japan

The gradual revindication of Japanese equities