Marketinverter
26/06/24 23:40
Ha respondido al tema
Voy cargado de FAES FARMA (FAE) hasta las trancas, ¿acertaré?
¿De esta declaración de inversión de Alantra se deduce que lo hace por una futura OPA en Faes?Yo creo que todo lo contrario. Su prpósito de inversión es en principio maximizar inversión (lógico) a medo largo plazo en empresas de calidad y de pequeña y mediana capitalizaciónOur active funds take a unique approach to serving investors looking to invest in European and Iberian assets. We hold relevant minority positions in small and mid-cap listed companies in Europe and take a hands-on approach, providing the companies we invest in with support from our most senior managers along the way. We focus on quality assets exposed to global markets. Our investments meet strict value metrics, present opportunities for value enhancement and have management teams typically open to improving shareholder returns in the medium to long-term.Our investment strategy targets public companies of up to €2bn market capitalization with a pan-European scope. This offers our investors access to an ample marketplace, with excellent underlying analysis and intelligence. The managers of our funds have been working together for years, have multidisciplinary skills and are supported by a network of senior local advisors and the Alantra Group. The current funds of the QMC family are: the EQMC Fund, with a Pan-European investment strategy, and the QMC III Fund, with an investment focus in Spanish and Portuguese companies.