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The aim of the Sub-Fund is to provide investors with an opportunity to invest mainly in transferable securities listed or quoted in Europe, United States, and other countries, including emerging countries, focused in the wine and liquor industry, but extended to the "value chain" of the wine industry (distribution companies; wine cellars; producers; agricultural companies; auxiliary industry of wine). It is not constrained by market capitalisation and geography. Notwithstanding the foregoing, the Sub-Fund also invests in fixed-income securities (bonds) and bank deposits in order to limit equity-risk.
Name | Title | Since | Until |
---|---|---|---|
Marc Halioua | - | 2024 | Now |
Francisco Javier Pérez Fernández | - | 2010 | Now |
Biography | An Economics graduate from the Universidad Complutense, he is also a Certified European Financial Analyst. Javier began his professional career in Crédit Lyonnais and later at Banco Banif where he was responsible for Global Equity trading before joining March Gestión de Fondos in 2000 when the company was founded. Javier has been ranked AA portfolio manager by Citywire and the best Spanish Global Equity fund manager during the last 3 years by Inversión . |
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