Storms bring opportunities – normality brings performance (EN)

In this keynote, Gregor Trachsel (CIO) and
Sven Sommer (CEO) from SG Value Partners
AG share their insights on navigating market cycles with
a value-driven investment philosophy. They discuss how periods of
turbulence often present unique buying opportunities, and why
maintaining discipline during calmer markets is crucial for
sustainable performance.


The presentation covers their approach to identifying undervalued
companies, the importance of patience and timing in value
investing, and how macroeconomic conditions influence portfolio
positioning. Real-world examples from their decades of experience
provide practical insights for both institutional and private
investors looking to benefit from market dynamics.


More podcast episodes and information: www.finanz-ch.ch
More about SG Value Partners AG: www.sgvaluepartners.ch


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.