SAMBA Monthly Private Investment Roundtable 17

Please click on the Zoom link below to join the event:

https://us02web.zoom.us/j/89253593032?pwd=TWxtVmZ2MVVCbDBwclJ3L1c3MFhVZz09

Meeting ID: 892 5359 3032

Passcode: 241194

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Meeting ID: 892 5359 3032

Passcode: 241194

Find your local number: https://us02web.zoom.us/u/kjf7yitCz 

Focus:

Quantex AG

• Macro Analysis and Investing Strategy

• Bottom-up Approach for better Results

• Presentation of Quantex Global Value Fund / Quantex Multi Asset Fund

Short Review of present SAMBA Flex Portfolio and Asset Allocation / Outlook 2023 (Mrs. Gabriela Stadler / Mr. Markus Kaeser)

• Is our Asset Allocation still valid? Feedback from the Investment Core Group.

• What can be improved in the present SAMBA Flex Portfolio?

• Homework: Investment proposals by the participants to: [email protected]!

  
  

Important points to keep in mind:

• Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0 
• We will update the SAMBA Flex Portfolio file approx. once every month and load it onto the above document folder
• All planned Roundtable dates until end of 2023 are also in the SAMBA document folder (see a4-SAMBA Roundtable dates)

To mark the next SAMBA Roundtable events of 2022 in your calendar (content can still be adjusted):

• Roundtable 18: Wednesday 19 April 2023 via ZOOM at 12:00h: Will India be an interesting Investment Case?
• Roundtable 19: Wednesday 17 May 2023 via ZOOM at 12:00h: Update on the Singularity Company Valuation System
• Roundtable 20: Wednesday 21 June 2023 via ZOOM at 12:00h: How to issue ESG compliant products – example Swiss Green Gold ETP

Note: This is not an investment advice, and for informational and educational purposes only!

Event Organizer

• Virtual via Zoom
• +41792751731
• http://www.swissmbas.com/

15th March 2023 12:00 PM - 12:05 PM

Introduction and Review last Roundtable

 Dr. Marc-André Schauwecker, President, SAMBA

12:05 PM - 12:40 PM

Presentation and Q/A of Quantex AG

Mr. Peter Frech, Fondsmanager, Quantex AG

Mr. Livio Arpagaus, Investment Analyst, Quantex AG

12:40 PM - 12:50 PM

Status SAMBA Flex Portfolio and Asset Allocation

Mrs. Gabriela Stadler, Gaia Management AG / Mr. Markus Kaeser, SIS Group AG

12:50 PM - 13:00 PM

Q/A about the Market Macro Situation

All participants