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

+70

Million under management

Evolución NAV Origen

Evolution of Equam Global Value

        Equam A               MSCI*        Stoxx 50*

Vs MSCI

1 month*1.3%6.5%7.0%-5.2%
3 months2.3%5.8%5.8%-3.5%
2025 YTD1.3%6.5%7.0%-5.2%
20243.0%8.6%8.2%-5.6%
202322.7%15.8%15.1%6.9%
2022-3.7%-9.5%-1.8%5.8%
Acum. Inception**98.4%88.6%93.9%9.8%
Ann. Inception**7.1%6.5%6.8%0.5%

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