How can volatility and market disruptions be turned into long-term investment opportunities? In this keynote, the experts from SG Value Partners AG explain why stormy markets can create value – and how stability can drive consistent performance.
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.
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