Publications

Please find below our investment team’s quarterly letters and opinion pieces.

Categoríes
•June 3, 2024

Invexcel's quarterly comment, March 2024

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•January 19, 2024

Invexcel’s quarterly comment, December 2023

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•December 22, 2023

Interview with Alirio Sendrea at Funds Society

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•October 18, 2023

Invexcel’s quarterly comment, September 2023

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•October 17, 2023

AB InBev: Scale-Advantaged Leader with Manageable Leverage

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•September 17, 2023

Interview with Javier Echevarría at Value Investing FM

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•July 17, 2023

Invexcel’s quarterly comment, June 2023

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•May 17, 2023

Invexcel’s quarterly comment, March 2023

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•March 29, 2023

Financial assets, inflation, complexity and prudence

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•January 18, 2023

Grifols: High-quality oligopolistic businesses in a growing niche sector

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