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.
November 29, 2024 – Urs Marti: A new expansion cycle has started (in German)
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November 26, 2024 – SIA video call: Update on our funds and outlook with Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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November 15, 2024 – Interview with Alex Rauchenstein: Long Term Investment Fund (SIA) – Classic: Equity holdings with a clear strategic perspective (in German)
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October 29, 2024 – Interview with Marcos Hernandez: Capital Radio – “SIA Funds, the fund that trusts Grifols, is against Brookfield’s takeover bid” (in Spanish)
Radio interview
September 12, 2024 – 7th Natural Resources Day in Zurich
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September 4, 2024 – SIA Video call with Urs Marti and Alex Rauchenstein (in German)
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September 2, 2024 – Alex Rauchenstein: Stockwaves – In our eyes, value investing is on the verge of a major comeback (in German)
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August 1, 2024 – Alex Rauchenstein: Potential consolidation phase for the big tech stocks (in German)
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July 4, 2024 – SIA video call: Update on our funds and outlook with Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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June 26, 2024 – Video with Marcos Hernandez: Tenvalue – “Value: The Charlie Munger way” (in Spanish)
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June 7, 2024 – 3rd Swiss Value Day in the Hotel Baur au Lac, Zurich (in English)
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Watch full Video, “Value: The Carlie Munger Way” by Marcos Hernandez and Fireside chat
June 4, 2024 – Video with Alex Rauchenstein: e-fundresearch.com – Opportunities for the old economy despite AI hype (in German)
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April 30, 2024 – Video with Marcos Hernandez: Rankia – Looking for value (in Spanish)
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April 24, 2024 – J. Carlos Jarillo: The importance of energy (in French)
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April 4, 2024 – Video with Urs Marti: Making money from the shortage of natural resources (in German)
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March 21, 2024 – SIA video call: Update on our funds and outlook with Marcos Hernandez, Prof. J. Carlos Jarillo, Urs Marti and Alex Rauchenstein (in English)
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February 8, 2024 – Video with Urs Marti: René will Rendite – “Good for the investor, bad for the rest” (in German)
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December 12, 2023 – SIA video call: Update on our funds and outlook with Marcos Hernandez, Prof. J. Carlos Jarillo, Urs Marti and Alex Rauchenstein (in English)
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November 7, 2023 – Video with Marcos Hernandez: Rankia – Investment Case Leroy Seafood (in Spanish)
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October 26, 2023 – Site Visit Buzzi Unicem: Report by Urs Marti
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September 29, 2023 – Urs Marti: Be greedy when others are fearful (in German)
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September 22, 2023 – SIA Video call: Update on our funds and outlook with Marcos Hernandez, Prof. J. Carlos Jarillo, Urs Marti and Alex Rauchenstein (in English)
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September 14, 2023 – 6th Natural Resources Day in Zurich
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September 7, 2023 – Video with Alex Rauchenstein and Urs Marti: Stockwaves – This is the decade of Value and Natural Resources (in German)
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June 6, 2023 – Video with Marcos Hernandez: Rankia – Long Term Investment Fund Natural Resources (in Spanish)
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June 2, 2023 – Second Swiss Value Day in the Hotel Baur au Lac, Zurich
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May 31, 2023 – Alex Rauchenstein: Second best global equity fund 2022 (in German)
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May 31, 2023 – SIA Video call: Update on our funds and outlook with Marcos Hernandez, Prof. J. Carlos Jarillo, Urs Marti and Alex Rauchenstein (in English)
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May 3 – 4, 2023 – Participation at the FINANZ’23 in Zurich-Oerlikon (Presentation in German “Diese Dekade gehört Value & Rohstoffaktien” with Urs Marti and Alex Rauchenstein on May 3)
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April 4, 2023 – Alex Rauchenstein: Focus back on value strategies (in German)
Read report on Stockwaves
March 31, 2023 – Urs Marti: The decade of shortages (in German)
Read report in FONDS professionell
February 24, 2023 – SIA Video call: Update on our funds and outlook with Marcos Hernandez, Prof. J. Carlos Jarillo, Urs Marti and Alex Rauchenstein (in English)
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Previous news
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November 30, 2022 – Alex Rauchenstein: The focus is back on value strategies (in German)
Read report in FONDS professionell
November 29, 2022 – SIA Video call: Update on our funds and outlook to 2022 with Prof. J. Carlos Jarillo, Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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October 24, 2022 – Video with Marcos Hernandez: Investment philosophy of SIA Funds AG. Investment case: Cenovus
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September 16, 2022 – 5th Natural Resources Day in Zurich
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September 7, 2022 – SIA Video call: Update on our funds and outlook to 2022 with Prof. J. Carlos Jarillo, Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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July 15, 2022 – Urs Marti: International financial system in a multipolar world: Replacing the USD (in German)
Read report in summer report of FAM on page 22
June 10, 2022 – First Swiss Value Day in the Zunfthaus zur Meise, Zurich
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June 2, 2022 – Marcos Hernandez: Buscando Valor (in Spanish)
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May 25, 2022 – SIA Video call: Update on our funds and outlook to 2022 with Urs Marti and Alex Rauchenstein (in German)
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May 5, 2022 – SIA Video call: Update on our funds and outlook to 2022 with Prof. J. Carlos Jarillo, Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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April 27 – 28, 2022 – Participation at the FINANZ’22 in Zurich-Oerlikon, Halle 550 (Presentation “Value and Natural Resources Back on Track” with Urs Marti and Alex Rauchenstein on April 27 at 16:30 in Seminarraum 1)
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March 21, 2022 – Site Visit Riotinto / Atalaya Mining: Report by Urs Marti
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February 11, 2022 – SIA Webinar: Update on our funds and outlook to 2022 with Prof. J. Carlos Jarillo, Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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January 11, 2022 – Video with Marcos Hernandez: Focus – Investing in commodities (in Spanish)
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December 22, 2021 – Fund Selectors chose their favourite thematic funds
Read report from Marcos Hernandez on RankiaPro (in English or in Spanish)
December 17, 2021 – Alex Rauchenstein: Supply bottlenecks in the semiconductor industry (in German)
Read report in Fundview
November 17, 2021 – SIA Webinar: Update on our funds and outlook to 2022 with Prof. J. Carlos Jarillo, Marcos Hernandez, Urs Marti and Alex Rauchenstein (in English)
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September 29, 2021 – Video with Marcos Hernandez: Value and technology, a difficult relationship. Investment case: ASML (in Spanish)
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September 10, 2021 – Natural Resources day with industrial experts at Hotel Savoy Baur en Ville, Zurich
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June 3, 2021 – Interview with Marcos Hernandez: Understanding the concept Value Investing (in Spanish)
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May 27, 2021 – SIA Webinar on Value Investing and Natural Resources with Prof. J. Carlos Jarillo, Marcos Hernandez CIO, Urs Marti and Alex Rauchenstein (in English)
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May 27, 2021 – Interview with Marcos Hernandez: We believe we have three to four years of strong growth ahead of us (in Spanish)
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May 21, 2021 – Video with Marcos Hernandez: Sectors bottlenecked by revival of demand (in Spanish)
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May 20, 2021 – SIA Webinar on Value Investing and Commodities with Alex Rauchenstein and Urs Marti (in German)
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April 07, 2021 – Video with Marcos Hernandez: Time for value. Investment case: Grifols (in Spanish)
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March 15, 2021 – Video with Marcos Hernandez: The markets anticipate a bullish cycle (in Spanish)
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February 11, 2021 – SIA Conference Call at 10:00 (Watch the recorded SIA Video Conference)
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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)
Read interview on FAM (Frankfurt Asset Management)
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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December 9, 2019 – Video with Urs Marti: The “gravedancers” enter the stage in the US energy sector (in German)
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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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