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.
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
Evolution of Equam Global Value
| Equam A | MSCI* | Stoxx 50* |
| |
|---|---|---|---|---|
| 1 month* | 1.2% | 1.1% | 0.5% | 0.2% |
| 3 months | -3.5% | -2.7% | -4.6% | -0.8% |
| 2024 YTD | 2.2% | 9.1% | 8.6% | -6.9% |
| 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** | 94.3% | 78.1% | 82.0% | 16.3% |
| Ann. Inception** | 7.0% | 6.0% | 6.3% | 0.9% |
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.