SGVP Circle Fund A1 EUR
ISIN CH1213047397 / Valor 12130473
SGVP Circle Fund A1 EUR
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The SGVP Circle Fund employs a deep value investment strategy inspired by Benjamin Graham and David Dodd, focusing on around 95 globally listed companies that are significantly undervalued based on their intrinsic worth. The fund's portfolio is diversified across key sectors, with major allocations to Industrials (31.76%), Materials (18.20%), and Consumer Staples (10.71%). Geographically, it primarily invests in companies from Japan (15.90%), Italy (14.09%), and Germany (11.83%), among others. By targeting accessible markets worldwide, the SGVP Circle Fund seeks to identify and invest in businesses trading at discounts to their calculated intrinsic values.
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Claudia Nussdorfer
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