Author fund with strong ties to the manager, Aítor Sancho Ybáñez, whose replacement would entail a change in the investment policy and grant the right of separation to the unitholders.
The fund will have a minimum exposure of 75% in Equities, without predetermined limits regarding asset allocation by market capitalization.
The stock selection methodology focuses on fundamental analysis of companies, aiming to invest in high-quality businesses at a reasonable price with the objective of achieving satisfactory and sustainable returns over time.
The remainder will be invested in Fixed Income and money market instruments traded or not traded in organized markets, public or private, primarily from OECD markets, with no restrictions in terms of credit rating.
The fund offers a Class C of shares with a minimum initial and ongoing investment of €500,000 for retail investors and €1 for institutional investors.
