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INVESTMENT FUNDS.

The best of value investing & private equity combined

OUR INVESTMENT PHILOSOPHY

Fondos de inversión | LIFT Asset Management

Fhilosophy

Fondos de inversión | LIFT Asset Management

Value investing

Fondos de inversión | LIFT Asset Management

Private equity

Our investment funds analyze and invest in companies with a solid business model, an excellent management team, and strong sustainable cash generation.

Long-term investment horizon.

Seeking undervalued companies with a margin of safety.

Investment without a control premium, with low transaction costs and daily liquidity.

A disciplined investment process, focused on identifying the best opportunities with active investment management and mastery of leverage.

In-depth company knowledge and corporate governance improvement.

OUR INVESTMENT PHILOSOPHY

Philosophy

Our investment funds analyze and invest in companies with a solid business model, an excellent management team, and strong sustainable cash generation.

Long-term investment horizon.

Value Investing

Seeking undervalued companies with a margin of safety.

Investment without a control premium, with low transaction costs and daily liquidity.

Private equity

A disciplined investment process, focused on identifying the best opportunities with active investment management and mastery of leverage.

In-depth company knowledge and corporate governance improvement.

WHAT MAKES US DIFFERENT

Private Equity Mindset Applied to Markets

Attractive Prices

We focus on acquiring stable businesses with recurring cash flow generation at highly attractive valuation multiples.

We believe that an attractive entry valuation is one of the best levers for generating long-term returns.

A DIFFERENT PROCESS

Disciplined Private Equity Investment Process

Our experience as business owners allows us to understand company and sector dynamics.

Minimal overlap with other fund portfolios.

DISCIPLINE

Flexibility to invest in the best opportunities globally.

Flexibility to invest across the capital structure (equities/bonds).

No pressure to invest: we can maintain a high level of liquidity.

RISK CONTROL

We have our own wealth invested and are willing to forgo returns to protect capital.

We do not invest unless we can numerically quantify the risk we are taking.

Attractive Prices

We focus on acquiring stable businesses with recurring cash flow generation at highly attractive valuation multiples.

We believe that an attractive entry valuation is one of the best levers for generating long-term returns.

A DIFFERENT PROCESS

Disciplined Private Equity Investment Process

Our experience as business owners allows us to understand company and sector dynamics.

Minimal overlap with other fund portfolios.

DISCIPLINE

Flexibility to invest in the best opportunities globally.

Flexibility to invest across the capital structure (equities/bonds).

No pressure to invest: we can maintain a high level of liquidity.

RISK CONTROL

We have our own wealth invested and are willing to forgo returns to protect capital.

We do not invest unless we can numerically quantify the risk we are taking.

OUR FUNDS

LIFT Income Fund

The fund’s objective is to achieve recurring income through medium-term capital appreciation by investing in fixed income and equities globally.

Net Asset Value (NAV)

11,65 €

YTD

4,53%

Since Inception

16,51%

Portfolio Companies

78

FP5 Prudent PP

The fund is primarily invested in bonds, monetary assets, and deposits, with a secondary allocation to equities.

Net Asset Value (NAV)

10,66 €

YTD

-0,99%

Since inception

0,13

Portfolio Companies

33

FP9 Global Value PP

The fund is 100% invested in equities with a dynamic management approach, focusing on companies with a solid business model, an excellent management team, strong cash generation, and high return potential.

Net Asset Value (NAV)

Valor no disponible

YTD

#DIV/0!

Since inception

-1,00 €

Portfolio Companies

57

ANNUAL INVESTOR CONFERENCE

2022

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2020

Conferencia anual inversores 2020 LIFT
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2019

Conferencia anual inversores 2019 LIFT
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Paseo de Recoletos 16. 7ª Planta

28001 Madrid