SIA Funds AG

Overview

SIA Funds AG is a regulated asset management boutique based in Switzerland. The firm focuses on generating long-term alpha through a value-oriented investment approach, combining rigorous strategic analysis of each company's positioning. This methodology, termed 'Strategic Value Investing,' is rooted in a framework developed over 30 years by founder Carlos Jarillo, a strategy professor with a Harvard University background. SIA's flagship product, the Long Term Investment Fund Classic, has a 16-year track record with an annual performance of 9.2% since inception. The firm's investment philosophy emphasizes a business owner perspective, aiming to deliver consistent returns by identifying undervalued companies with strong strategic positions. SIA's disciplined approach seeks to create value over the long term by focusing on companies with solid fundamentals and attractive valuations, ensuring alignment with their strategic objectives. This strategy has enabled SIA Funds AG to build a reputation for delivering sustainable and attractive returns to its investors, reflecting its commitment to excellence in asset management. The firm's dedication to thorough analysis and strategic investment decisions underscores its position as a notable player in the Swiss asset management landscape. SIA's approach continues to attract investors seeking a disciplined and value-driven investment strategy that prioritizes long-term success and stability.