Our Investment Philosophy: Value Investing
Quality Assets at Rewarding Prices
Our investment policy is long-term oriented, which allows us to withdrawn from the noise caused by emotions and market’s prevailing short-termism, beyond which the real assets are found. We carry out a thorough analysis of companies in search of:
Business models that we understands
Clear competitive advantages, defensible in the long run
Strong cash flow generation and solid balance sheets
Competent management teams with a high degree of commitment to shareholders
Once this analysis is completed, we value the business, assess the stock price and inherent risks, in order to determinate if there exist an investmente opportunity at an atractive price.
More profits, less risk
Taking into consideration the adequacy of the investment, we recommend a responsible exposure to equities, bearing in mind capital protection.
Our team constantly monitors the market in order to benefit from bull markets and minimize risks in bear ones.
PROVEN PROFITALBILITY
Historical data prove that equities is the most profitable asset in the long run.
Shares, Bonds, Treasury Bills, and Inflation. 1926-2013
Source: Ibbotson
Benefits of Investing in a SICAV
In addition to the inherent profitability of a securities portfolio, investing through a SICAV is a highly efficient investment formula in terms of operating costs savings and tax benefits in day-to-day operations.
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