Investment process

We seek investments that will generate value in the long-term.

All our investments are backed by a rigorous macroeconomic analysis and a fundamental analysis of the companies.

Macroeconomic Analysis

Asset Allocation Team

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The macroeconomic situation of the different geographic regions is analyzed, along with the monetary policies enacted by the leading central banks:

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Data from the real economy

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Current situation of the demand (growth in credit, employment rate, etc.)

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Current situation of the supply (industrial production, raw materials, etc.)

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Tracking the inflation (CPI) and the central banks´ policies

We invest in companies for which we are completely familiar with their economic, political and financial environment, and that offer stability.

Fundamental analysis of the companies

Analysis team

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The analysis team is in charge of choosing the companies and studying them in-depth. With the consensus of the management team, the companies that are selected have:

investment process, Investment processHigh potential for increasing value in the long term

investment process, Investment processPositive cashflows, with good returns and low debt

investment process, Investment processCompetitive advantages in the sector

Furthermore, these companies are rigorously analyzed. How?

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By examining their financial statements

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By holding periodic conversations with the company

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By visiting the facilities to learn about the business firsthand

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By attending the companies’ seminars and lectures

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By tracking their results on a quarterly basis

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By tracking their daily performance

We only invest in companies for which we have detailed knowledge and in whose growth we truly believe. It is our way of protecting our investors.

And from a qualitative standpoint:
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Active management

In this strategy, the fund managers grapple with the typical decisions involved in building an investment portfolio that aims to beat the benchmark index. The managers have leeway and try not to replicate the index but to improve on it.

They decide how often they will rotate the assets in the portfolio and what its composition should be.

All of this makes it possible to allay the effects of potential market fluctuations on your savings.