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

Investing according to your needs

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.

We manage the following fund

SGVP Circle Fund

We are the investment advisor for the following funds

Credit Suisse (Lux) Global Value Equity Fund

Credit Suisse (Lux) Japan Value Equity Fund

Warburg Value Fund


Free choice of custodian bank
Individual pricing
Tailored restrictions for each customer profile
Direct contract with SG Value Partners
Portfolio Manager as direct contact person
Detailed reporting

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