Estela Global Equities INVESTMENT FUND
The Estela Global Equities investment fund invests in equities with a global and multi-sector approach.
We invest in leading companies that meet quality criteria, characterized by valuation metrics that historically reflect competitive advantages and barriers to entry. Our contrarian approach enables us to capitalize on opportunities to acquire these companies at attractive valuations.
The primary geographic focus of the investment will be on publicly listed companies in OECD countries (primarily the US, Europe, and/or Japan), with up to 20% allocated to equities listed in emerging markets.
ManCo: Andbank
Custodian: Inversis
Auditor: Deloitte
Estela Global Equities R
- ISIN: ES0167238023
- Minimum investment:
EUR 10 - Fees:
- Fixed annual rate: 1.35% management fee
- 8% success fee – high-water mark
Estela Global Equities I
- ISIN: ES0167238015
- Minimum investment:
EUR 150.000 - Fees:
- Fixed annual rate: 0.95% management fee
- 8% success fee – high-water mark
Estela Global Equities S
- ISIN: ES0167238031
- Minimum investment:
EUR 1.000.000 - Fees:
- Fixed annual rate: 0.65% management fee
- 8% success fee – high-water mark
Platforms
Reports
The monthly factsheet of Estela Global Equities provides a detailed overview of the fund’s performance, outlines the key events impacting the portfolio during the period, summarizes the management decisions implemented, and analyses the developments across the sectors and geographies targeted by the investment strategy.
