Azvalor Blue Chips FI is an actively managed fund that follows the Value Investment philosophy or “value investing”, based on long-term investment in companies with understandable business models, strong management, aligned ownership, and which are undervalued by the market—with significant upside potential. The fund is managed by an experienced investment team applying the “Azvalor Method”, led by the Co-Chief Investment Officers, who each have over 25 years of experience.
The investment objective of Azvalor Blue Chips FI is to invest in equities, primarily through global businesses, with at least 75% of such exposure allocated to large-cap companies (with a market capitalisation in excess of €3 billion), selected independently of their weighting in benchmark indices. The fund invests predominantly in OECD markets and issuers, with up to 35% of total exposure permitted in emerging markets.
The fund’s objective is to preserve and increase the purchasing power of capital by outperforming inflation and delivering returns in excess of the main global equity indices.
Azvalor Blue Chips FI is suitable for investors without short-term liquidity needs and with an investment horizon of more than five years.
