At Estela Capital our mission is clear: to safeguard and grow our assets under management by investing in listed companies through a differentiated approach — focusing on Quality businesses with a Contrarian mindset.
Our commitment to Quality investing means targeting the strongest companies in each sector, with particular emphasis on their competitive advantages, barriers to entry, and the resilience of their business models.
By applying a Contrarian mindset lens, we are able to invest in these high-quality companies at moments when the market undervalues them — seizing opportunities to acquire them at exceptionally attractive valuations.
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NAV performance
Performance of Estela Global Equities since its inception in April 2023.
Data as of 18/03/2026 | Net Asset Value: 13,07
Returns are expressed in net terms, after deducting expenses and commissions. Past performance is no guarantee of future results.
Performance of Estela Global Equities since its inception in February 2023.
Data as of 18/03/2026 | Net Asset Value: 13,15
Returns are expressed in net terms, after deducting expenses and commissions. Past performance is no guarantee of future results.
Performance of Estela Global Equities since its inception in February 2023.
Data as of 18/03/2026 | Net Asset Value: 12,95
Returns are expressed in net terms, after deducting expenses and commissions. Past performance is no guarantee of future results.
FAQ
Estela Capital A.V. is an independent investment firm focused on the management of a single fund: Estela Global Equities. Our objective is to deliver strong long-term returns of Estela Global Equities while maintaining disciplined risk management. We follow a clear and consistent investment philosophy: to invest in high-quality companies and capitalize on market inefficiencies by acquiring them at compelling valuations.
The A.V. Estela Global Equities invests in global, multi-sector equities following a disciplined approach: identifying high-quality companies with sustainable competitive advantages and meaningful barriers to entry, and investing when market conditions offer them at attractive valuations.
Estela Capital solely advises Estela Global Equities, focusing all management and research resources on a single investment vehicle.
It is possible to invest in Estela Global Equities through various financial platforms and banking institutions such as Allfunds, Julius Bär, UBS, Andbank, Inversis, Banca March, Caser, Renta 4, MyInvestor or IronIA Tech. The full list of financial platforms and banking entities where Estela Global Equities is avaliable in the Estela Global Equities tab.
Un fondo de inversión es el conjunto del patrimonio compuesto por las contribuciones de sus inversores, los partícipes del fondo. Cada partícipe es el propietario de las participaciones del fondo de inversión, adquiridas en base al valor de sus contribuciones. El valor de las participaciones oscila a lo largo del tiempo acorde a las fluctuaciones de los activos en los que se invierte el patrimonio del fondo de inversión, reflejándose esta variación en el valor liquidativo del fondo.
Se trata del precio unitario de cada participación de un fondo de inversión, calculado como el valor neto de los activos del mismo.
Sí, el fondo de inversión Estela Global Equities es plenamente traspasable. Puede tanto recibir traspasos de otros fondos de inversión, como realizar un traspaso desde el mismo a fondos terceros.
The A.V. Estela Global Equities no tiene ninguna comisión de suscripción o reembolso. No obstante, el periodo mínimo de inversión para el mismo es de 3 a 5 años.
Estela Global Equities es un fondo alojado en Andbank Wealth Management, SGIIC, S.A.U., si bien la gestión del mismo está delegada en Estela Capital A.V.
El depositario del fondo de inversión Estela Global Equities es Inversis Banco S.A.
La entidad que audita el fondo de inversión Estela Global Equities es Deloitte S.L.
Inversis Banco S.A., el depositario del fondo de inversión Estela Global Equities, es la entidad encargada del cálculo de su valor liquidativo.
Estela Global Equities consiste de diferentes clases, siendo la más accesible la clase R, con un mínimo de inversión de 10 euros.