Introduction

Dr. Marc-André Schauwecker, President, SwissMBAs

Presentation of Julius Baer

Christian Gattiker, Head of Research, Julius Baer

Macro Outlook: Financial Market Outlook - Into Year-End 2025

Presentation of SIA Funds AG

Alex J. Rauchenstein, Managing Partner, SIA Funds AG

The renaissance of Value Investing has already started 5 years ago.

• The dominance of U.S. equity markets has made it increasingly difficult to recognize important developments in other regions of the world.
• The growing passivation in global equity markets, combined with regulatory constraints, is creating exceptional opportunities for active stock pickers.
• We’ll review updates on select investment examples from last year’s presentations, along with a new case study aligned with our Strategic Value Investing approach.

Presentation of Banyan Partners

Xin Wu, Founder & CEO, Banyan Partners

Value Investment in China with data-driven insight and unconventional foresight.

Q&A Session