CIO Insights 2Q2025 Expected rates of return must undergo a reality check

Fundview Interview with our CIO It is always time for Value

YouTube Timo Baudzus Interview: These stocks are massively undervalued YouTube Timo Baudzus Interview: These stocks are massively undervalued

Top Global Equity Funds 2025 - Warburg Value Fund Top Global Equity Funds 2025 - Warburg Value Fund

As value investors, we consciously distinguish ourselves from the broad masses. We invest countercyclically and in the long term.
Sven Sommer, CEO

CIO Insights 1Q2025 Perspectives on contrarianism

Comments on how we manage through the current market turmoil Comments on how we manage through the current market turmoil

Warburg Value Fund: Long-term orientation, long-term success Warburg Value Fund: Long-term orientation, long-term success

Our deep value approach Our deep value approach

CIO Insights 4Q2024 Two decades in fund management: …and the journey continues…

CIO Insights 3Q2024 Tighter money in Japan does not deter deep value investors

These stocks I buy - and these NOT!! These stocks I buy - and these NOT!

CIO Insights 2Q2024 M&A activity: a recurring visitor to the portfolio

CIO Insights 1Q2024 Low-expectations investing in a booming stock market

Fundview Interview with our CEO Why we overweight Italy and Japan

Fundview Interview with our CIO Interview with Gregor Trachsel on Japan

CIO Insights 4Q2023 Why we don’t seek contact with company management

CIO Insights 3Q2023 A word on market capitalization

CIO Insights 2Q2023 The gradual revindication of Japanese equities

Fundview on launch of SGVP Circle Fund Fundview interview with CEO Sven Sommer

CIO Insights 1Q2023 The trend is not our friend

CIO Insights 4Q2022 Portfolio companies that stand the test of time

Analytical approaches for the enterprising investor Quarterly Report 3Q2022

Expectations-reset in the markets suits our approach Quarterly Report 2Q2022

Our new home Villa Chiodera

The double benefit of bottom-up, value-based diversification Quarterly Report 1Q2022

Sidestepping the nominal asset trap, part II Quarterly Report 4Q2021

Deep value - a substantial source of return, especially now Why value now?

Sidestepping the nominal asset trap, part I Quarterly Report 3Q2021

Looking back with a little distance and peace. Turbulent times - a calm look back

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