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Lluc Valores, Sicav, S.a. (S1961)

Madrid

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15.15 -0.07 -0.44%

27/11 - Closed. Currency in EUR

Morningstar Rating:
Total Assets: 412.32M

Type: Fund

Market: Spain

ISIN: ES0158867038

Asset Class: Equity

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S1961 Overview

On this page you'll find an in-depth profile of Lluc Valores, Sicav, S.a.. Learn about the key management, total assets, investment strategy and contact information of S1961 among other information.

Investment Strategy

Sicav with a determined risk profile. Mixed portfolio of international equity market with exposure between 40% and 80%. In fixed income, investing in high credit quality issuers with a duration of 1.5 years and 3.5 years.

Contact Information

Address C/ Castelló, 74
Madrid,Madrid 28006
Spain

Phone +34 914 263700

Web www.march-am.com

Top Executives

Name	Title	Since	Until
Angel Pérez Carretero	-	2023	Now
José Luis Palma Laorden	-	2020	Now
Carlos Ruiz Antequera	-	2021	2023
Juan Berberana Fernández	-	2007	2021
Biography	An Economics graduate from the Universidad Complutense in Madrid and Official Accounts Auditor for the REA, he began his professional career in 1989 as an auditor and consultant at Arthur Andersen specialising in the financial sector. In 1994, he joined Morgan Stanley as an analyst responsible for the Spanish and European financial sector, receiving various awards from specialised international publications. In 1999 he was appointed Managing Director of Equity Analysis at Fortis Bank España, where he had both local and international responsibilities. In 2003 he became responsible for a domestic Family Office and in 2006 he was appointed CEO of B.Madrid Asset Management. Juan is also an Associate Professor at the Universidad Carlos III in Madrid since 2003.
Juan Carlos Acitores Peñafiel	Head	2014	2020
Biography	Economics and Law Degree (ICADE). He was head of the TMT sector in the area of analysis of Ahorro Corporación during 7 years, where he joined in 1999 as an analyst for the telecommunications sector. He has worked at Arthur Andersen, Argentaria and Banco Sabadell.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Lluc Valores SICA.	15.15	-0.07	-0.44%