Who we are

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.

We are licensed by the Swiss Financial Market Supervisory Authority (FINMA) as asset manager of collective investment schemes and actively advise several equity funds authorised for distribution in Switzerland and in nearby countries.

Sven

Sommer

Chief Executive Officer

Gregor

Trachsel

Chief Investment Officer

Claudia

Nussdorfer

Chief Operating Officer

David

Willi

Portfolio Manager

Adrian

Gmür

Relationship Manager

Board of Directors

Stefan

Keitel

President

Gregor

Trachsel

Vice President

Jörg

Röthlisberger

Director

Werner

Spörri

Director

Milestones
2022

Positioning as independent investment boutique
Launch of the SGVP Circle Fund

2020
Foundation of SG Value Partners AG

Spin-off of Credit Suisse value team and creation of an independent legal entity. Full continuation of investment process and client relationships

2010

Launch of the Japan value strategy

2008

Sven Sommer and Gregor Trachsel join Credit Suisse Asset Management and start managing the CS Global Value Equity Fund as well as discretionary mandates. Continuation of collaboration with M.M. Warburg Bank/Warburg Invest

2004

Launch of Warburg Value Fund as co-managers

2003

Sven Sommer and Gregor Trachsel manage discretionary mandates at M.M. Warburg Bank