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!

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]