Assets are evaluated, stock by stock, based on each company’s financial and marketing position, considering economic data, balance sheets, and other tools. We invest in well-managed companies with a growth perspective over the coming years, a safety margin, and that are guided by ESG principles.
The decision to invest in equities fund is based on:
- gains from the fund’s shares appreciation,
- preservation and multiplication of wealth in the long term, and
- financing good companies and their operations.