Videos
An Anatomy of Technology Manias
Conference • Edward Chancellor • (EN)
Do You Have Enough Inflation Protection?
Conference • Kim Shannon • (EN)
Fireside chat on Value Investing
Conference • (EN)
Investment Case Pandora
Conference • Marcos Hernández Aguado • (EN)
Searching for Value –The Grifols Case (Rankia)
Interview • Marcos Hernández Aguado • (ES)
Tenvalue Annual Conference –Value Investing
Conference • Marcos Hernández Aguado • (ES)
Swiss Value Day 2025
Download event deck (PDF)
Watch the sessions: 4th Swiss Value Day • Zurich • 13 June 2025
Welcome & Introduction
Alex Rauchenstein • Managing Partner, SIA
Fireside Chat
Multiple Speakers
Investment Cases
Multiple Speakers
How Does a Value Manager Survive a Recession
Marcos Hernández • CIO & Managing Partner, SIA
Salmon Farming: A Core SIA Investment
Marcos Hernández • CIO & Managing Partner, SIA
Natural Resources Day 2025
Download event deck (PDF)
Watch the sessions: 8th Natural Resources Day • Zurich • 11 September 2025
Welcome & Opening Remarks
Alex Rauchenstein • Managing Partner, SIA
“Bubble Bubble, Toil and Trouble”
Urs Marti • Partner, SIA
The Salmon Market & SalMar
Alex Rauchenstein • Managing Partner, SIA
Oil & Copper: Undersupply Insights
Marcos Hernández • CIO & Managing Partner, SIA
Closing Remarks and Q&A
Alex Rauchenstein • Managing Partner, SIA
In the Media
FONDS professionell – Selektivität
Report • DE
FONDS professionell – Report (Mar 2025)
Report • DE
FONDS professionell – Report (Jun 2025)
Report • DE
The Market – The S&P 500 Could Face a Lost Decade
Article • DE
