Notes from Anthony Deden interview by Grant Williams

To be honest, I did not know Anthony Deden, he is the founder of Edelweiss Holdings, a private investment holding company with long-term participation in the production, chemistry and technology of food, aquaculture, materials, forestry, resources and various industrial and engineering endeavours. Recently I watched an amazing interview with Grant Williams (Real Vision) and I wasContinue reading “Notes from Anthony Deden interview by Grant Williams”

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II Annual azValor Investor’s Conference

Value investing asset managers industry in Spain is in a great moment. New players are joining the club, for example, the former Bestinver partner and CIO Francisco García Paramés started his new company at the end of last year. This week two event happened: the Spanish regulatory approved Cobas Fund‘s new funds and the IIContinue reading “II Annual azValor Investor’s Conference”

Seth Klarman 2016 year-end letter

I have access to the 2016 year-end letter that Seth Klarman has shared with Limited Partners and stuff. How important is Trump’s presidency that Seth divided the year between “Before” (44 weeks) and “After” Trump to share his view of the year. The first one was dominated by tepid economic growth, low-interest rate, rich valuationsContinue reading “Seth Klarman 2016 year-end letter”

2017: a value year?

Great interview by Estrategias de Inversión. If you understand Spanish you must watch this interview to María Dolores Solana, Fund Manager at Santander Asset Management. She has been managing the fund Santander Small Caps for more than 10 years. See below the performance (source). A few comments and quotes: “I am starting to change theContinue reading “2017: a value year?”