Fernando Bernad, CFA

AAA
14 Years of experience

Professional background

Associate, BNP Paribas “Leverage Finance”. Equity Research Analyst (cyclical sectors, such as steel, oil…), Banesto. Investment Manager, Interdin. Investment Manager, Vetusta Group. Fund Manager, Bestinver.

Educational background

Degree in European Business Studies (summa cum laude). ICADE and Northeastern University. CFA Charterholder.

Performance

5.5%

Manager Annualised Return Since Inception

5.20%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

5.5%
5.20%
0.3%

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
Class
-
ISIN
ES0112611001
AUM
€ 911,000,000
Ongoing Charges
Management Fee: 1.8%, Withdrawal Fee (within 1 year): 3%