We manage SICAVs with the same conviction as our other EDM vehicles. Our focus on fundamental analysis allows us to meticulously select the companies in which we invest, whether as shareholders or lenders, and because we aim to invest in the long term, the selected portfolio has minimal rotation.
Funds
Managed SICAVs
Union Inversora Patrimonial, S.A., SICAV
We invest in direct lines and/or investment funds, depending on the asset class and volume. The investment policy is determined by the SICAV in such a way that the most tactical movements in the distribution of the different asset classes are made jointly by a committee that continually assesses the fundamental attractiveness of each. We have a team of analysts and mangers dedicated to handling SICAVs. They are responsible for transparently communicating all portfolio movements and their underlying logic.