March Vini Catena

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Least risk
Potentially lower return
1
2
3
4
5
6
7
Most risk
Potentially higher return

Category "1" does not mean that the investment is risk-free.

The first investment fund that invests in the wine and spirits value chain.

What is it?

The fondo de inversión March Vini Catena invests in listed companies in the wine industry from across the world.

It does not invest strictly in wine itself, rather businesses involved in the world of wine, related to the wine value chain. Banca March selects high-quality companies, with the right foundations and special features that help them to stand out from their competitors; in short, it looks for options that represent a good opportunity.

This fund does not follow any benchmark.

Why invest?

High-quality wine is on the up, with demand progressively growing while supply is being limited. This situation represents a very interesting opportunity for investors.

The "Premium" characteristics of most companies operating in this sector make it a very defensive investment compared to global equity.

The world outlook in terms of demand for high-quality wine means that the long-term perspectives of the performance of companies operating in this sector are positive, both in developed and emerging countries.

The March Vini Catena fund has a low correlation to stock markets and less volatility than global equity in general. 

Managed by

Antonio López SilvestreANTONIO LÓPEZ SILVESTRE
Equities Manager for Europe and Spain

Antonio started his professional career at Beta Capital SVB - Fortis Bank España, initially as a cyclical and infrastructure companies analyst before being appointed Director and Analysis and Coverage for Spanish Utilities. He has also worked at Exane BNP Paribas as Director of MidCaps for Spain and Head of the Spanish branch. He also obtained excellent positions in team analyst rankings (5th position in Spain and Portugal in 2011; 6th in 2012) and individual analyst rankings (2nd analyst in Spain in 2011, 7th in 2012) at Extel.

Antonio has an MBA from IESE – University of Navarre and a degree in Economics and Business Management from the Complutense University of Madrid. Furthermore, he has completed several postgraduate courses and programmes, including a business valuation programme at Harvard Business School and a value investing programme at Columbia Business School.

Francisco JAvier Pérez FernándezFRANCISCO JAVIER PÉREZ FERNÁNDEZ
Global Equities Manager

Javier started his professional career in the sales division at Crédit Lyonnais. Afterwards, at Banco Banif, he was head of international equities, until he joined March Asset Management in 2000 as global equities manager. He has been named as one of the best global equities managers by Inversion magazine and rated AA by Citywire.

Javier holds a degree in Economics from the Complutense University and is certified by the Spanish Institute of Financial Analysts (Certified European Financial Analyst). He also completed the “Value Investing and Search For Value” programme at Ivey Business School in Toronto, Canada.

Key figures

Investment horizon

Years
1
2
3
4
5
6
7

Style

Market cap Liability Value Mix Growth
Low        
Average        
High        
All   Capitalización: Todas. Estilo: Valor    

Data

  • ISIN LU0566417696
  • CURRENCY EUR
  • MANAGEMENT FEE. 2%
  • LAUNCH DATE. 21-dic-2011
  • DOMICILE LUX
  • CUSTODIAN RBC INVESTOR & TREASURY SERVICES

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