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.
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.
Since 2003, we have managed money in the form of mandates and mutual funds on behalf of leading financial institutions according to the same approach. Over time, former employers became customers and thus long-term partners. It fills us with pride to be able to continue this tradition even after the foundation of SG Value Partners. The long-term partnership with our clients is essential to exploit the full power of our approach.
Clients and prospects benefit from the opportunity to invest in various existing products.
SGVP Circle Fund
Credit Suisse (Lux) Global Value Equity Fund
Credit Suisse (Lux) Japan Value Equity Fund
Warburg Value Fund