Currently invests 80% International Portfolio and 20% Iberian Portfolio (these percentages may vary at the discretion of the managers depending on the investment opportunities).
Undervalued equity assets listed in global markets for investors with a long-term investment horizon.Benchmark:Weighted average based on the average investment grade of the performance of the index MSCI Europe Total Return (80%), the Spanish index Índice Total General de la Bolsa de Madrid (ITGBM) (15%), and the Portuguese index PSI20 Total Return (5%).
azValor Sicav 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.
azValor Sicav 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.