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 thorough quantitative and qualitative analysis, we derive our own valuation and assess the upside potential alongside normalised 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.

Insider buying

The management team's ha de tener unos interests must be fully aligned with those of the shareholder, with particular attention on our part to the purchase and ownership of shares by 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.