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Warburg Value Fund Makes a Comeback in 2021
The Warburg Value Fund, managed by Gregor Trachsel and Sven Sommer, has made a strong comeback in 2021, recording a 30 percent gain as of June 3, 2021. Since its launch in 2004, the fund has been a standout performer among global value funds, delivering an annual return of more than 8 percent to its investors.
The Warburg Value Fund follows the principle of value investing, a strategy that has been around for decades. This approach involves finding undervalued stocks and profiting when the true value of a company is recognized to be higher than the stock price suggests. The fund's focus in searching for titles is mainly on smaller values.
Benjamin Graham, an American economist, is considered the spiritual father of value investing. Together with his student David Dodd, Graham published the "bible" of value investors in 1934 titled "Security Analysis". The Warburg Value Fund is a fund that invests strictly in the deep-value style according to Graham and Dodd.
The country allocation in the Warburg Value Fund is determined by bottom-up driven fundamental analyses. Titles from Japan, the USA, Italy, Brazil, and India dominate in the fund. Notable top picks in the Warburg Value Fund include Del Monte Pacific, Natuzzi, and Jain Irrigation Systems.
Gregor Trachsel, the manager of the Warburg Value Fund, emphasizes patience as a key aspect in deep-value investing. Value investors need patience as price gains are theoretically just a matter of time. The Warburg Value Fund does not buy or sell positions based on market sentiment or quarterly results.
Patience seems to have paid off for the Warburg Value Fund, as it continues to deliver strong returns to its investors. For precise current holdings, one would need to consult the fund's official disclosures or fact sheet from its manager or distributor.
[1] Source: Warburg Value Fund Performance Data [2] Source: NEOGOV Sale to EQT and CPP Investments [3] Source: Sundyne Sale to Honeywell [4] Source: Evelyn Partners Potential £2.5 Billion Exit [5] Source: Warburg Value Fund ISIN
- The Warburg Value Fund, which has seen a 30 percent gain in 2021, concentrates on economic and social policy decisions in its investing strategies, particularly focusing on finance, stock-market, and undervalued stocks.
- As of June 3, 2021, the Warburg Value Fund, a standout performer among global value funds, is delivering strong returns to its investors through its discipline of deep-value investing, which involves patiently searching for financially sound companies with undervalued stocks in the stock-market.
