About Strategic Investment Advisors
The Strategic Investment Advisors Group is devoted to helping investors obtain good long-term returns by finding solid companies in which they can make long-term investments at an attractive entry price.
We do this through our advisory work for open-ended funds in which investors can place their savings. Our in-depth, original, proprietary research is the key distinctive feature of our advice. Accordingly, the quality of our intellectual work underpins our investment advice’s performance.
SIA’s objective is alpha generation over the long term.
In a nutshell, the key components of the SIA Group are rigor, integrity, and competence.
SIA Funds AG is an authorized Asset Manager of collective investment schemes, regulated by the Swiss Financial Market Supervisory Authority FINMA.
News
November 19, 2020 – Video with Marcos Hernandez: Presentation of Devro by Marcos Hernandez (in Spanish)
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November 17, 2020 – Video with Alex Rauchenstein, CEO SIA at Czech Investment Conference 2020
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November 12, 2020 – SIA Conference Call at 10:00 (Watch the recorded SIA Video Conference)
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September 17, 2020 – Natural Resources day with industrial experts at Hotel Savoy Baur en Ville, Zurich
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July 8, 2020 – Interview with Urs Marti: Underinvestment in new supply is the main price driver of commodity prices (in German)
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July 1, 2020 – Video with Urs Marti: Update on the oil market (in German)
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June 26, 2020 – SIA Conference Call at 10:00 (listen to the recording)
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June 5, 2020 – Interview with Urs Marti: Butter or cannons (in German)
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June 4, 2020 – Video with Alex Rauchenstein: Value investing and sustainability? (in German)
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May 29, 2020 – Video with Marcos Hernandez: Value is not just buying cheap companies (in Spanish)
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May 11, 2020 – Interview with Marcos Hernandez: Since February it’s been raining gold on the stock market but it won’t be for long (in Spanish)
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May 7, 2020 – Video with Urs Marti: How can I buy crude oil without having storage? (in German)
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April 20, 2020 – Interview with Urs Marti: After the price shock there is a threat of a supply shock with a strong increase in inflation. (in German)
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April 8, 2020 – Video with Alex Rauchenstein: How does the current situation affect the LTIF Classic? (in German)
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April 3, 2020 – Rankia celebrated one of the most awaited events of Value Investing, Buscando Valor, where managers and analysts of the most important funds in Spain will present their investment thesis. By Marcos Hernandez Aguado CIO of SIA Funds AG. (in Spanish)
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April 2, 2020 – Video with Urs Marti: How does the current situation affect shares of commodity producers? (in German)
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March 25, 2020 – SIA Conference Call at 15:30 (listen to the recording)
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March 10, 2020 – Video with Alex Rauchenstein: High market volatility: threat or opportunity? (in German)
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February 4, 2020 – Video with Urs Marti: What does Roger Federer have to do with the natural resources industry? (in German)
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January 22, 2020 – FINANZ ’20: Natural Resources Presentation by Urs Marti and Alex Rauchenstein
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January 9, 2020 – Video with Alex Rauchenstein: What do geopolitical risks mean for a long-term thinking investor? (in German)
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Previous news
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November 12, 2019 – Interview with Marcos Hernandez: Copper and crude oil heading for undersupply (in German)
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November 8, 2019 – Video with Alex Rauchenstein: Outlook for 2020 from the perspective of a value investor (in German)
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November 6, 2019 – SIA Conference Call at 10:00 AM (listen to the recording)
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October 21, 2019 – Video with Urs Marti: Are the currently very low valuations of commodity stocks justified? (in German)
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September 6, 2019 – Natural Resources day with industrial experts at Hotel Savoy Baur en Ville, Zurich
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September 4, 2019 – Video with Alex Rauchenstein on value and natural resources stocks being underperformers since 2011 – are there any parallels? (in German)
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July 31, 2019 – Video with Urs Marti on commodity stocks defy weak economic indicators (in German)
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May 2, 2019 – SIA Conference Call at 10:00 AM (listen to the recording)
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February 19, 2019 – Value School – Long Term Investment Fund Presentation in Madrid, value-school, by Marcos Hernandez Aguado (in Spanish)
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February 13, 2019 – Finanz & Wirtschaft – Was Value-Anleger jetzt kaufen
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