Jose Berros

AA
7 Years of experience

Professional background

José Berros joined the audit firm of Ernst & Young before moving to HSBC Private Bank where he was a director and responsible of the holdings of a capital investment fund. He joined La Financière de l’Echiquier in 2005, where he managed the Echiquier Neteor fund and then the Echiquier Junior fund. He is now a portfolio manager in the small and mid-cap team.

Educational background

Diploma in chartered accounting and a DESS postgraduate degree in tax law

Performance

11.38%

Manager Annualised Return Since Inception

9.67%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

11.38%
9.67%
1.71%

5Y

13.61%
11.19%
2.42%

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.

Echiquier Agenor SRI Mid Cap Europe
Value investing using fundamental analysis
Benchmark
MSCI Europe Small, Net (€)
Class
Class A
ISIN
FR0010321810
AUM
€ 2,165,000,000
Ongoing Charges
Management Fees: 2.392%