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The investment objective of the Sub-Fund is to provide investors with an opportunity to invest mainly in equity such as shares and other securities equivalent to shares listed or quoted in Spain and Portugal. In order to achieve this investment objective, the Investment Manager will invest for the account of the Sub-Fund in a select portfolio of equity, which it believes offer the best opportunities for future growth. The Sub-Fund is eligible for investment of French equity savings plan (Plan d’Epargne en Actions, PEA). Therefore, the SubFund will ensure that at least 75% of its assets be invested at all times in equity of corporate issuers which have their registered offices in EEA countries (excluding Liechtenstein).
Name | Title | Since | Until |
---|---|---|---|
Javier Criado Andrés | Portfolio Manager | 2021 | Now |
Biography | Javier began his professional career at Seguros Bilbao as a personal advisor to brokers. Subsequently, at Analistas Financieros Internacionales, he worked within the market analysis team until his incorporation in 2015 to March A.M., initially in the Risk Control department, to later join the Management team a year later. During his time as asset manager, he has been linked to the SICAVs management team, has developed analysis and management tasks of European equity assets and is currently co-manager of March A.M.'s profiled funds, as well as responsible for the selection of the third party funds universe. He has a graduate in Business Administration and Management from the University of Valladolid, he also holds a Master's degree in Banking and Finance from the AFI School of Finance, as well as the Chartered Financial Analyst, CFA certification, including his certificate in ESG Investing. He complements his training with courses in stock market analysis and derivatives, both from the University of Valladolid. | ||
Antonio López Silvestre | Head of Research | 2014 | Now |
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. |
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