Método de Inversión - Estela Capital

Estela Capital

Investment Method

Price discipline: We apply a stringent selection proccess to identify companies within our investment universe that trade at a discount to their quality, value, and leadership.

Selection Criteria

60% upside over 3 years

Through a exhaustive, quantitative and qualitative analysis, we arrive at our own valuation and assess upside potential alongside normalized historical multiples.

Financial resilience

Net debt < 3x EBITDA, ensuring that all companies uphold a robust balance sheet, eliminating the risk of default on debt maturities in the coming years, and mitigating the need for capital increases.

Alignment of interests

The management team must maintain complete alignment of interests with the shareholders, with special emphasis placed on inside-buys from the executive team.

Market context

We rigorously evaluate short-term market perceptions that undervalue the business due to temporary factors, ensuring that these are truly transitory.