What substance is really worth in an AI-driven market
Market perspective
Written off, yet more alive than ever: why substance is once again making the difference in the AI market, how high-quality companies protect capital, and where active managers outperform the index.
Exclusive circle
Only staff of licensed EAMs, networking with over 50 asset managers
Compact & efficient
Business lunch, a direct comparison of two to three value managers, concrete implications for your portfolios.
An independent Swiss value boutique based in Lachen. Through its Long Term Investment Fund (LTIF) Classic, SIA invests globally, focusing on exceptional companies – consistently bought at a discount to their intrinsic value, with a long-term perspective rather than chasing short-term momentum.
A Frankfurt-based, bank-independent value boutique. Through the Frankfurt Equity Fund for Foundations, Frank Fischer’s team invests in outstanding, owner-managed companies at fair prices, following the modern value approach – with the aim of avoiding permanent capital loss.
For years, the situation seemed clear: a handful of mega-caps drove the indices, passive investing was regarded as the ideal approach, and active value strategies were met with a weary smile. Yet the more the markets concentrate on a handful of stocks, the greater the risk that many investors overlook: the danger of permanent capital loss when inflated valuations collide with reality.
This is precisely where Equity Value comes in. It is not about buying mediocre companies on the cheap, but about owning great companies at fair prices – owner-managed, with solid balance sheets, structural competitive advantages and the ability to generate above-average returns on capital over many years. Substance that remains when the euphoria fades.
But it is not just valuations; technology is also redefining winners and losers. Artificial intelligence is not a passing trend – and that is precisely why the question arises as to what a company is truly worth tomorrow. Experienced value managers demonstrate, using different approaches – Modern Value and Long-Term Value – how conviction-based, active investing delivers real alpha against the index, even in an AI-driven market.
You’ll take away concrete insights that you can apply directly in client meetings and in portfolio allocation.
📅 Monday, 29. June 2026 | 11:45 a.m. – 2:00 p.m.
📍 Mandarin Oriental Savoy Zurich
🍽️ Business lunch with three concise presentations
💼 Exclusively for licensed EAM | +50 participants
| 11:45 a.m. | Reception |
| 12:00 p.m. | Welcome address |
| 12:10 p.m. | Finding companies, the market overlooks |
| 12:45 p.m. | Why Modern Value belongs in every portfolio |
| 13:20 p.m. | tba |
| 14:00 p.m. | End of event |
Shareholder Value Management AG
Capital markets strategist
Capital markets strategist at Shareholder Value Management AG with 20+ years of experience. Heiko Böhmer connects macro trends with concrete equity strategies.
SIA Asset Management AG
Partner and Member of the Investment Committee
Urs Marti started at UBS in 1987, earned a BBA in 1999 and specialized in commodity investments. From 2003 to 2011 he managed the Gondwana Fund at Zulauf AM. Since 2016 he has been a Partner and member of the Investment Committee at SIA.
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