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GV Vadevalor Europe: Webinar with selected Fund Managers
Learn from some of the best European equity investors
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.
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.
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...
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...
