Objective

The objective of the fund is long term capital growth. The Fund invests in large cap stocks worldwide with a tilt towards US equities. This fund has been built seeking to obtain a safer return on investments by choosing large cap companies that are leaders in their industry and have a proven business model.

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Highlights

• A fundamental research-driven portfolio of high-quality companies

• Blue chip investment, focusing on companies with high quality

• Risk reduction through investment in proven business models
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Investment approach

We use a hybrid approach, both looking for industry trends as well as company specific information. Through this approach we seeks to identify companies that offer great value for the long term investor. We look for companies with:

• Strong financials. We seek to find companies with financials that are better than those of the industry

• A robust business strategy. Companies that are forward looking and are investing their resources into growing their company, market share and profitability

• Operations in growing industries. We research the outlook of the industry and its expected growth for the next 3-5 years at a minimum

• Consistent revenues. We invest in companies with a strong history of revenues and proven sales of their products or services

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Research Analyst

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Enrique Arriscado Guild