España
Buenas a todos, estoy interesado en saber si alguna gestora en España, o a traves de ella me podria permitir invertir en este fondo, pero debido a mi ignorancia en estos temas, pido ayuda aqui en el foro, para saber algo de dicho fondo Fairholme fund, asi como cualquier otra informacion de interes, gracias de antemano y un saludo a todos.
El fondo no se comercializa en España.
Es un fondo creado por Bruce Berkowitz, un gestor que sigue los "preceptos" de Benjamin Graham y Warren Buffett, y que ha conseguido superar la media durante varios años.
Tienes información detallada del fondo en su prospecto oficial:
http://www.fairholmefunds.com/prospectus.pdf
Y comentarios sobre las inversiones de Berkowitz:
Los gurús de las finanzas toman posiciones
Un saludo
Gracias Baldufa, algo asi me imaginaba, y en EEUU es dificil comprar esto directamente. Un saludo y gracias de nuevo
Thank you for your reply. Fairholme Funds, Inc. does accept foreign accounts. I am attaching our requirements for foreign individual accounts:
* New account application (attached above with a current prospectus for Fairholme Funds, Inc.)
* W8BEN form (attached above with instructions)
* Copy of a valid / current government issued ID (i.e. passport)
Mail original documents to:
Fairholme Funds, Inc.
c/o PNC Global Investment Servicing (U.S.), Inc.
P.O. Box 9692
Providence, RI 02940-9692 USA
Once the documents are received, our transfer agent will conduct a review at which time they may request additional documentation before we can establish the account. Once the account is approved and established, we will contact you with an account number you can use if you wish to wire funds, or you can enclose a check with the original paperwork. Please make the check payable to Fairholme Funds, Inc., and the check needs to be in US Dollars.
If you have any additional questions or require further assistance, please do not hesitate to contact me at XXXXX between 9am and 5pm EDT Monday – Friday. Our direct number, to use from outside the US is XXXXX.
Sincerely,
Ms. Maury Newman
Maury Newman FAIRHOLME tel.XXXXX fax.XXXXX.
A Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about investing in the Funds, and it may be obtained by calling XXXXX, or visiting www.fairholmefunds.com. Please read it carefully before investing. Mutual fund investing involves risk. Principal loss is possible.
Communications are subject to compliance review. Information herein is confidential. Dissemination of this email is forbidden. If you have received this e-mail in error, please notify the sender and destroy it. Disclosures on Fairholme Capital Management can be found at www.fairholme.net. Disclosures on Fairholme Funds, Inc. can be found at www.fairholmefunds.com.
El trámite es parecido al de Bestinver pero en inglés :) Lo comentamos aquí.
Salud y €.