Investor Summary

BESTINVER is an independent asset management company with over 35 years of experience, headquartered in Madrid, Spain. The company was created as a small financial unit dedicated to actively managing family-owned portfolios and has grown to become a leading independent asset manager in Spain. BESTINVER is majority owned by ACCIONA and employs over 200 professionals across multiple investment strategies including traditional equity funds, hedge fund strategies through SICAV structures, and alternative investments in infrastructure.

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Fund Strategy

BESTINVER employs a value investing philosophy based on fundamental analysis, appropriate risk management, and long-term investment horizons aligned with investors. Their core principle is that the interests of investors are their top priority, with an objective to generate positive long-term sustainable returns. The company focuses on investing in undervalued companies based on proprietary fundamental analysis while emphasizing responsible investment as essential for leaving a better world for future generations and achieving better long-term returns.

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FUND PERFORMANCE AS OF 30th September 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
12.7% 5.1% 8.3%