The method
Discipline in strategy, flexibility in decisions
An investment framework designed to preserve and grow wealth over the long term. We combine analysis of the global context with rigorous selection of every investment, building solid portfolios able to adapt to every phase of the market and of the client.
Global top-down analysis
From the global macroeconomic context to the specific selection of securities.
Economy, politics and market context
Global analysis
A global view to identify the factors that move markets
The investment committee analyses the major factors that shape markets and sets the starting view on countries, assets, sectors and themes.
Countries, sectors and themes
Opportunity identification
A short list of quality opportunities
The global analysis allows us to identify the factors that move markets and steer selection towards the countries, assets, sectors and themes with the most favourable outlook.
Individual analysis of every investment
Investment selection
Selected securities
We analyse the fundamentals, valuation, risks and fit of every investment with the strategy before adding it to the portfolio.
Core-satellite approach
A solid base with a long-term view, complemented by positions in structural trends and tactical opportunities. Every component serves a specific role within the portfolio and adapts to the client's goals and risk profile.
Core: solid foundations
Diversification, quality and long-term vision
We build a robust base by combining the most suitable management solutions to bring stability and consistency to the portfolio.
- Thematic opportunities
Selective positions in structural trends with long-term growth potential, added according to valuation and timing of entry.
- Tactical opportunities
Selective positions to capture temporary dislocations, valuation shifts or market moves, always within defined risk limits.
Strategies
An endowment is an investment strategy designed to generate a steady stream of income while preserving the value of the initial capital. Applied to family wealth, it allows for diversified, long-term investment, protecting capital from inflation and market fluctuations.
Preservation and growth
Capital invested in a diversified, long-term manner, with the aim of sustained growth.
Recurring income
Dividends and interest that generate resources without drawing on the underlying wealth.
Intergenerational stability
Clear rules of use, governance and distribution so the financial base endures across generations.
Flexible governance
The rules are not frozen: the family committee and the advisors revise them when the family's needs change, not when the market moves.
Education and family projects
Resources to fund the education and projects of the youngest members, so the next generations arrive with means of their own.
Advised fund
Fermo Fund FI
ISIN ES0136396001
We advise a registered UCITS global mixed fund (European regulations), with public results since January 2025.
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Managed by Gesiuris Asset Management · Advised by Andvisory 360
Since January 2025
+11.76 %
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Results