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Our range of quality funds is distributed across three strategies created and designed for any investor seeking to find a quality product that provides diversification and flexibility to their portfolio.

Our objective is to offer a differential, innovative and quality service based on active investment management.

Our fund range includes tailor-made management mandates adapted to meet our clients' needs. Specialised strategies across asset classes and sectors.

We offer you exclusive content in all formats so that you are always up to date, whether you are just starting out in the world of investment or you already have experience in this field.

Investment Process

Equity

1

In the first phase, we use an internally developed quantitative model based on technology, artificial intelligence, and algorithmization, which allows us to eliminate more than 90% of the companies in a universe comprising 20,000 assets. In this initial assessment, we evaluate the state of each business by analyzing ratios such as ROCE, margins, growth, indebtedness, and balance sheet situation, reducing the universe to the 1,200 highest quality assets.

2

In the second phase, a series of qualitative filters are integrated into the analysis, allowing the selection of the 400 highest quality companies organized into ten deciles based on various competitive advantages. This part of the process involves analyzing switching costs, network effects, brand, patents, licenses, processes, location, unique assets, and economies of scale.

3

In the third phase, the depth of financial analysis is increased for each of the 400 companies, focusing on valuation ratios such as sales estimates, earnings, business lines, and free cash flows, enabling us to determine the appreciation potential for each stock.

4

In the fourth and final phase, exposure is structured by sector, geography, and name, building a portfolio of the 80 highest quality companies with the greatest potential for appreciation. The portfolio is structured under rigorous risk control, divided into four quartiles where each idea represents a weight of 2% in the first quartile, 1.5% in the second, 1% in the third, and 0.5% in the fourth, resulting in the best quality/return/risk ratio.