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The Family Businesses Fund

Least risk
Potentially lower return
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Most risk
Potentially higher return

Category "1" does not mean that the investment is risk-free

In difficult times, family-owned businesses are often the most resilient.

What is it?

This fund invests in family-owned listed companies from around the world.

Once we have narrowed our investment universe down to family-owned, family-invested companies with the intention of passing on control to future generations, we focus on selecting quality companies that are attractively valued and have good fundamentals. We look for companies that have added value or differentiating characteristics that make them stand out from their competitors; in short, that are a good buying opportunity.

The fund does not follow any benchmark: its sectoral and regional distribution depends on the manager's selection of securities.

This strategy is consistent with the March Group's core values as a family business that remains 100% owned by its founding family. The March Group's experience and results as a family business and investor in other family businesses support the fund's thesis with a successful track record.

Why invest?

The value of family-owned companies lies in their long-term vision, loyalty, motivation, low level of indebtedness, and other factors. These characteristics enable them to outperform other companies during economic crises, something we aim to take advantage of in our fund. In the long run, these companies tend to generate higher returns than non-family owned businesses.

There are many family-owned businesses in Europe (Germany, Italy, Switzerland, France or Spain) and they tend to be concentrated in the consumer and industrial sectors. Family-owned businesses are a key source of employment in many economies, as they often rely heavily on human capital.

The March Group's longstanding success as a family business and investor provides strong evidence for the validity of this thesis.

Return/Risk

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Key figures

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  • Article SFDR: 6
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Managed by

Francisco Javier Pérez Fernández

Head of Global Equities

Javier started his professional career in the sales division at Crédit Lyonnais. He later joined Banco Banif, where he was head of international equities, until he joined March A.M. in 2000 as global equities manager. 

He has been named as one of the best global equities managers by Inversión magazine and rated AA by Citywire.

Javier holds a degree in Economics from the Universidad Complutense de Madrid and is certified by the Instituto Español de Analistas Financieros (Certified European Financial Analyst). He also holds a diploma in Value Investing and Search for Value from the Ivey Business School in Toronto, Canada. Plus, he is certified in ESG investing by CFA.

Other funds:

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