Saxo Group Macro View & Tweedy Browne Value Strategy

  • 18th October 2023
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

 

Investment Roundtable 24

 

 

Important points to keep in mind:

- Link to the SAMBA document folder here.
- We will update the SAMBA Portfolio Flex 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)

 

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

Price List

Conference Link Please login or book the event to access the link!

Organizer

SAMBA

Organizer Name : SAMBA

Location : Virtual via Zoom

Website: swissmbas.com

Event Schedule

12:00 PM - 12:05 PM

Introduction and Review last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

12:00 PM - 13:00 PM

Status SAMBA Portfolio Flex & Asset Allocation

12:05 PM - 12:25 PM

Presentation of the Saxo Bank (Steen Jakobsen, Chief Investment Officer, Saxo Bank)

SAXO Bank’s Macro view

  • Presentation of global Macro situation at present
  • Interest rates in the USA (FED) and Europe (ECB) at its top?
  • Will we see a yearend rally until the end of 2024?

12:25 PM - 12:50 PM

Presentation of Tweedy, Browne Company LLC (Nicolas D. Scheuermann, Managing Director Scheuermann & Co. AG)

Tweedy Browne International Value Fund (CHF)

  • Short presentation of TB and its long history with its Value focus
  • Idea behind the TB funds: Value strategy based on Benjamin Grahams’s work
  • Tweedy Browne International Value fund (CHF) and other TB fund products

12:50 PM - 13:00 PM

Status SAMBA Portfolio Flex & Asset Allocation (Mr. Markus Kaeser, Managing Partner, SIS Group AG)

Short Review of SAMBA Portfolio Flex

  • Feedback from the Investment Core Group meeting
  • What did we change during the last weeks in the SAMBA Flex Portfolio?
  • Your proposals for the SAMBA Portfolio Flex to: [email protected]

Price List