We invest in quality business

Since 2015 we have applied a disciplined investment approach designed to minimise the loss risk of the investments while maximising long-term returns.
This approach involves identifying good companies with stable businesses, strong balance sheets and good management. Then, we only invest when they are trading at a significant discount to their fair value. The most important thing is to be patient and act decisively at the right time.
A method that is easy to explain yet tough to implement.

+30

Years of investment experience

+50

Million under management

NAV Evolution

Evolución NAV Origen

Evolution of Equam Global Value

        Equam A                MSCI*         Stoxx 50*

Vs MSCI

1 month* 3.0% 3.3% 2.7% -0.3%
3 months 5.9% 6.4% 6.5% -0.5%
2024 YTD 6.0% 10.1% 11.8% -4.1%
2023 22.7% 15.8% 15.1% 6.9%
2022 -3.7% -9.5% -1.8% 5.8%
2021 23.9% 25.1% 26.0% -1.3%
Acum. Inception** 101.5% 79.7% 87.3% 21.8%
Ann. Inception** 7.8% 6.5% 6.9% 1.3%

Data at the close of the previous month

*Comparable index including dividends

**Reference date: 30th January 2015

The results back us up

From the beginning, we have outperformed our comparable indices with dividends.

Furthermore, we focus each of our investments on the business’s long-term prospects and price, never on short-term market movements.

We invest most of our assets in the fund to maximize the alignment of interest with our investors.

Methodology

Patience and discipline: the foundations of artisanal work

Team

Engagement and communication with our investors

Documentation

Information and transparency are our hallmark

Committed to our investors since 2015

Communication

Legal

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