Strategic Investment Advisors
- SIA pursues a value approach to investing
- It combines this with a rigorous and thorough analysis of the strategic positioning of each company in which it invests
- The result is a unique and distinct competitive advantage: “Strategic Value Investing”
- The toolbox for this strategic analysis was developed over the last 30 years by SIA and José Carlos Jarillo who began his career as a strategy professor, with background at Harvard University
- Professor Dr. Jarillo continues to actively participate in SIA portfolio management today
- SIA is rated as a highly rated Provider (Top 5) on SharingAlphaand as a AAA Rated Fund Manager by Vadevalor.
- Our LTIF Natural Resources was the top fund in its category in 2021; and the LTIF Classic is in 3rd place of Highly Rated Funds in SharingAlpha. (See fund highlights below.)
Strategic Investment Advisors Group Funds
Strategic Investment Advisors intends to produce high returns for its investors by following their “strategic investment approach.” This philosophy requires a long-term approach to investing as well as investment management. They do not try to outguess the market but concentrate instead on correctly anticipating the chosen companies’ profitability.
“Ownership Approach”
The target of the Fund is to achieve a 10% p.a. return long-term. SIA Partners are themselves among the largest shareholders in the Fund and Investors are able to coinvest with them.
- Focused concentration: 30-40 stocks
- Fund launched January 2002
- Portfolio Managers: SIA Partners
- Performance vs. Inception: 416% (8.7%p.a.)
- Fund AUM: €82 Million (10/2021)
“A good Hedge against Inflation”
Our focus is to look for undersupplied commodity markets and to invest in the best possible assets in natural resources companies which are already producing in the energy, mining, and agro-alimentary sectors.
- Focused concentration: 30-40 stocks
- Fund launched February 2005
- Portfolio Managers: SIA Partners
- 5-year Rolling Performance: 23.6%
- Fund AUM: €57 Million (10/2021)
For more information on SIA, please visit www.s-i-a.ch
The Cardinal Partners Global, S.à.r.l.
11 A Rue Jean Pierre Kommes
L-6988 Hostert, Niederanven
Luxembourg
The Cardinal Partners Global, LLC
114 Stockton Blvd.
Sea Girt, NJ 08750
U.S.A.