For more than 30 years we have remained faithful to an investment style that has earned the trust and credibility of our clients, thanks to:
Asset Management
Demonstrable, measurable results
The peace of mind of a consistent and comprehensible investment approach
Excellent client care and service
Our extensive team of highly qualified analysts and managers handle a variety of Collective Investment Undertakings (CIU) based in Spain and Luxembourg.
Our investment approach entails thorough analysis on our part, including financial analytics and frequent visits with the management teams of the listed companies in which we invest.
Thus we become long-term shareholders and debt financers of prosperous businesses, with highly foreseeable future development buoyed by professional and honest management teams. Few businesses meet this criteria; it is our job to find them.
Quality
Investing
Experience has shown us that our clients’ results are propelled by a selection of exceptional companies that successfully manage to weather the highs and lows of economic cycles.
Our style is based on the pursuit of quality as a central concept, which extends beyond any conventional classification, since value is expressed in both long-term business growth and in an attractive share price at the time of purchase.
The value of our team lies in its extensive knowledge and experience in analysis and management, developed in a setting that promotes dialogue, innovation, and initiative.
We are aware of the need to contribute to a more prosperous world. Our contribution consists of participating in businesses that generate long-term wealth in a sustainable and honest way, which is essential to meet the social and environmental needs of today’s world.
Learn more about our funds
MoreContact our team
Commercial Team
Adolfo Monclús
Partner and Director of Asset Management
José María Úbeda
HEAD OF INSTITUTIONAL CLIENTELE IBERIA/EUROPA
Enrique Gómez-Tagle
PARTNER AND HEAD OF LATIN AMERICA
Javier Martínez Canut
PARTNER AND HEAD OF INSTITUTIONAL CLIENTELE - EUROPE
José Grijalba
Director
Investment Team
Adolfo Monclús
Partner and Director of Asset Management
Ricardo Vidal
Albert Fayos
Marc Benages
RESEARCH ASSISTANT
Guillermo Fernández-Gao
ANALYST
Ignacio Hosta
ANALYST
Beatriz López
PARTNER AND ANALYST/MANAGER
Ignacio Ortiz de Mendivil
Carlos Palau
ANALYST
Miguel Rodrigo
Research Assistant
José Francisco Ruiz
PARTNER AND ANALYST/MANAGER
Sergio Ruiz
ANALYST
Mariona Selva
Karina Sirkia
Borja Soldevila
