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global-value

azValor Global Value FP

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DGS Number
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NAV
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Category
Global Equities
Inception
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Depositary
BNP PARIBAS Securities Services Sucursal en España
Management fee
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Promoter and distributor
azValor Asset Management SGIIC

Performance

YTD
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1 month
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3 month
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6 month
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1 year
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Investment philosophy

This pension scheme applies the “Value Investing” philosophy which consists of buying, with a long-term vision, good businesses at prices below their intrinsic value (margin of safety). The management objective is to obtain a satisfactory return sustained over time.

Recommendations

This fund is suitable for Investors with no need for liquidity in the short term and whose investment horizon is greater than five years.

Investment valuation will have variations due to market volatility and could temporarily stand below the amount initially invested. Past performance is no guarantee of future performance.

Benchmark:MSCI Europe Total Return (80%), ITGBM (15%) and PSI20 GR Total Return (5%)

Performance evolution


* MSCI Europe Total Return (80%), ITGBM (15%) and PSI20 GR Total Return (5%)

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Managers

Guzman
Álvaro Guzmán de Lázaro, CFA
CIO / Partner
Fernando
Fernando Bernad, CFA
Investment Vice Director / Partner

Documents