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GV Vadevalor Europe: Webinar with selected Fund Managers

Learn from some of the best European equity investors

Fecha
Duración
120 minutes
Precio
Webinar gratuito
GV Vadevalor Europe: Webinar with selected Fund Managers
Se habló de

This webinar is an opportunity to learn from some of the best European equity investors. They were selected for inclusion in the GV Vadevalor Europe fund.

How has Rosemary Banyard outperformed her market for over 20 years? What is Stefan Dudacy's investment policy, as a specialist in German small caps who has been generating alpha for over 15 years? What is the current situation in the oil market, according to Marcos Hernandez? How could the Arctic Nordic fund managers multiply the capital of their initial investors by more than three times since 2012 (14% per year)?

Javier Ribas Meneu will explain the selection criteria and what he believes investors should expect with the current scenario of attractive valuations in European equities.

Each presenter will provide some background about themselves and explain an investment case: Washtec by Allianz Global Investors, Cenovus by SIA, Fountain Pajot by IDAM, Aptitude Software by Downing Fund Managers, SII by Augustus Capital, Grenergy by Gesconsult and Stora Enso by Arctic Asset Management.

Ponentes
Quién es...
Javier Ribas Meneu
Javier Ribas Meneu
Cofundador en Vadevalor

Licenciado en Economía por la Universidad de Valencia (Erasmus en la Universidad de Exeter). Antes de fundar Vadevalor, trabajó como analista de renta variable durante 5 años en la gestora Buy & Hold SGIIC y superó el CFA II. 

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Javier Ribas Meneu
Javier Ribas Meneu
Cofundador en Vadevalor
Quién es...
Marcos Hernández Aguado
Marcos Hernández Aguado
CIO at SIA Funds

Nacido en Madrid, España, Marcos Hernández Aguado es licenciado en Ciencias Económicas y Empresariales por la Universidad Pontificia Comillas (ICADE E-2). Marcos tiene 30 años de experiencia en el mercado bursátil, 15 años como analista financiero, cubriendo la mayoría de los sectores cotizados, y otros tantos como gestor de fondos, siguiendo la filosofía de inversión value y a uno de sus máximos exponentes, Warren Buffett. Marcos se incorporó a la gestora suiza SIA Funds en 2008 dónde ha s...

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Marcos Hernández Aguado
Marcos Hernández Aguado
CIO at SIA Funds
Quién es...
Gordon Puckey
Gordon Puckey
Vadevalor PR & Strategic Communications Executive

Gordon is a specialist in Investment Communications. With more than three decades of experience in Financial Services PR and Communications, he has represented many of the biggest brands in asset management, wealth management and private banking. Gordon has a proven track record in creating a media environment capable of promoting brand awareness and recognition, of supporting the drive to build assets under management and interest in his clients’ services, through several stoc...

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Gordon Puckey
Gordon Puckey
Vadevalor PR & Strategic Communications Executive
Quién es...
Stefan Dudacy
Stefan Dudacy
Vice President & Portfolio Manager of Allianz Global Investors
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Stefan Dudacy
Stefan Dudacy
Vice President & Portfolio Manager of Allianz Global Investors
Quién es...
Gonzalo Sánchez Crespo
Gonzalo Sánchez Crespo
Chief Investment Officer of Gesconsult
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Gonzalo Sánchez Crespo
Gonzalo Sánchez Crespo
Chief Investment Officer of Gesconsult
Quién es...
Juan Uguet
Juan Uguet
Managing Partner & Portfolio Manager. Augustus Capital
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Juan Uguet
Juan Uguet
Managing Partner & Portfolio Manager. Augustus Capital
Quién es...
Ole E. Dahl
Ole E. Dahl
Portfolio Manager & Partner Arctic Asset Management
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Ole E. Dahl
Ole E. Dahl
Portfolio Manager & Partner Arctic Asset Management
Quién es...
Kevin Addison
Kevin Addison
Head of Sales and Distribution Downing Fund Managers
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Kevin Addison
Kevin Addison
Head of Sales and Distribution Downing Fund Managers
Quién es...
Jérôme Chassin
Jérôme Chassin
Equity Portfolio Manager, IDAM
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Jérôme Chassin
Jérôme Chassin
Equity Portfolio Manager, IDAM
Quién es...
Sindre Sørbye
Sindre Sørbye
Portfolio Manager & Partner Arctic Asset Management
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Sindre Sørbye
Sindre Sørbye
Portfolio Manager & Partner Arctic Asset Management