INVESTMENT FUNDS.
— The best of value investing & private equity combined
OUR INVESTMENT PHILOSOPHY
Fhilosophy
Value investing
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
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2019
