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Value fund investing in global equities which aims to identify companies with upside potential over the long term. We focus on picking quality names with attractive valuations, strong fundamentals and features that set them apart from the competition (added value, distinctive attributes etc.); essentially, good investment opportunities.
Name | Title | Since | Until |
---|---|---|---|
Marc Halioua | - | 2024 | Now |
Francisco Javier Pérez Fernández | - | 1998 | Now |
Biography | An Economics graduate from the Universidad Complutense, he is also a Certified European Financial Analyst. Javier began his professional career in Crédit Lyonnais and later at Banco Banif where he was responsible for Global Equity trading before joining March Gestión de Fondos in 2000 when the company was founded. Javier has been ranked AA portfolio manager by Citywire and the best Spanish Global Equity fund manager during the last 3 years by Inversión . | ||
Antonio López Silvestre | Head of Research | 2014 | 2014 |
Biography | Antonio began his professional career at Beta Capital SVB – Fortis Bank España covering the infrastructure and cyclical sectors, later becoming Head of Research and in charge of the Spanish utilities sector. Before joining March Gestión de Fondos, he worked for Exane BNP Paribas as Director of Spanish MidCaps and Head of the Spanish Branch. Antonio is an MBA from the IESE-Universidad de Navarra and an Economics and Business Graduate from the Universidad Complutense of Madrid. He has also completed various additional postgraduate courses, such as Company Valuation at the Harvard Business School and Value Investing at Columbia Business School. | ||
José Antonio Méndez Roth | - | 1998 | 2013 |
Biography | An Economics graduate from CUNEF (Universidad Complutense de Madrid), began his professional career at Iberagentes Fondos (Crédit Lyonnais Asset Management) as fund manager. He later worked as a senior portfolio manager for Arcalia (Grupo Bancaja) and at Popular Banca Privada where he held several executive positions, including Chief Investment Officer. Until his incorporation to March Gestión, he was equity analyst responsible for European ex-UK equity research and portfolio manager at Rothschild Bank Zürich. |
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