Álvaro Guzmán, CFA

AAA
18 Years of experience

Professional background

Auditor, Arthun Andersen (Madrid). Bankers Trust (Paris). Equity Research Analyst, Value Management (Frankfurt). Beta Capital. Banesto Bolsa. Fund Manager, Bestinver.

Educational background

Degree in European Business Studies, UNED. Degree in Law. UNED. CFA Charterholder. Fundamental Analysis Professor, Spanish Institute of Financial Analysts. IEB.

Performance

11.2%

Manager Annualised Return Since Inception

8.70%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

11.2%
8.70%
2.5%

10Y

6.5%
9.20%
-2.7%

5Y

5.4%
11.90%
-6.4%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

azValor value selection SICAV
Value investing using fundamental analysis
Benchmark
MSCI EUROPE NET / IGBMT / MSCI EUROPE /50%MSCI WORLD NET, 50% MSCI EUROPE NET
Class
-
ISIN
ES0112611001
AUM
€ 911,000,000
Ongoing Charges
Management Fee: 1.8%, Withdrawal Fee (within 1 year): 3%