• Company age
  • Awards
  • Assets under management
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PREMIUM Partner
+41 (0)55 617 28 70

alpha generation over the long term

SIA Funds AG

SIA FUND AG is a regulated asset management boutique based in Switzerland.

*   Our objective is alpha generation over the long term.

*   SIA pursues a value approach which it combines with a rigorous and in-depth analysis of the strategic positioning of every company it invests in.

 

The toolbox for this strategic analysis has been built over the past 30 years by SIA’s founder (Carlos Jarillo, a strategy professor, with Harvard University background).

*   With this approach, SIA takes the perspective of a business owner, we therefore call our investment philosophy “Strategic Value Investing”.

 

Our Long Term Investment Fund Classic has now a track record of 16 years and has achieved a performance of EUR 9.2% p.a. since inception

logo
PREMIUM Partner
+41 (0)55 617 28 70

The following product categories are offered

  • Commodities
  • Equity Global
  • Equity Global SRI
  • Equity Natural Ressources
  • Equity Sectors
  • Equity Value
  • Sustainable
  • Total Return / Absolute Return

Voices from the company

Portrait

Prof. Dr. J. Carlos Jarillo

Founder and Partner

“If approached as a business owner, equities can be a high return, low risk investment.”

Portrait

Alex Rauchenstein

CEO

«Skin in the game». «Wir bieten unseren Kunden die Möglichkeit mit uns zu investieren, denn wir selbst sind grosse Investoren in unseren eignen Fonds.»

Company age

Founded 2002
- 16 -
years

Awards

  • Sauren Gold Awards

Assets under management

More than
100
Mio. CHF

Direct contact

SIA Funds AG
Alpenblickstrasse 25

8853 Lachen
Switzerland