Valores Iberian Equity

What is it?

  • The fund invests in Spanish and Portuguese companies
  • The fund selects high quality companies with attractive valuations, strong fundamentals. They are differentiated from their competitors by added value, differentiated characteristics, and represent a buying opportunity.
  • The fund does not follow any benchmark. Its sector and regional allocation depends only on the manager´s stock selection, never from index composition.
  • The fund is actively managed with a high conviction strategy. The manager picks companies which can generate value in the long term.

Why to invest?

  • The fund has obtained better performance than the market, with considerably lower volatility, and over 15 years of track record.
  • It represents March A.M.´s offer to invest in Spanish and Portuguese Equities.

 

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