Fund based in Spain that invests mainly in companies listed on the Spanish stock market with the aim of obtaining long-term capital gains while minimising risk to the investor.
Funds
Equity
EDM Inversión
The fund invests in a selection of companies with top quality businesses, strong fundamentals, and excellent management teams. We look for companies with competitive advantages, sustainable profit growth, and healthy cash generation. These are businesses with high returns on capital that are able to generate value regardless of the economic climate. Our analysis also includes sustainability criteria.
As a result of this rigorous analysis, the fund focuses on a limited number of securities about which we hold strong convictions. It is a balanced and flexible portfolio with actively managed positions, invariably taking into account the valuation and growth prospects of each business. Given our style, turnover is low, with medium-/long-term investment horizons.
Lastly, we apply strict valuation criteria, allowing us to obtain better returns in the long term.
Managers
Albert Fayos
Ricardo Vidal
Ignacio Ortiz de Mendivil
Regulatory documentation
R Class Fund datasheet
L Class Fund datasheet
I Class Fund datasheet
R Class DFI
L Class DFI
I Class DFI
R class Return Sceneary
L Class Return Sceneary
I Class Return Sceneary
R Class full prospectus
L Class full prospectus
I Class full prospectus
Fund prospectus
Sustainability Disclosures
Pre-contractual information related to sustainability
Sustainability annex
Statement regarding the main adverse impacts of investment decisions on sustainability factors
Historical facts
EDM Inversión 2024
EDM Inversión 2019-2024