Enfoque de inversión

investment
*Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices do not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends.
The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value.
The DAX is a blue chip stock market index consisting of the 30 major German companies trading on the Frankfurt Stock Exchange. Prices are taken from the Xetra trading venue. According to Deutsche Börse, the operator of Xetra, DAX measures the performance of the Prime Standard’s 30 largest German companies in terms of order book volume and market capitalization.
The IBEX 35 is the benchmark stock market index of the Bolsa de Madrid, Spain’s principal stock exchange. It is a market capitalization weighted index comprising the 35 most liquid Spanish stocks traded in the Madrid Stock Exchange General Index and is reviewed twice annually.
The Aragon Value Strategy invests in undervalued companies listed on the New York, American, and NASDAQ exchanges with an assumed two-year holding period, and does not specifically restrict holdings to a particular market capitalization. Past performance does not ensure future results, and there is no assurance that Aragón will achieve its investment objectives. Current performance may be higher or lower than the performance quoted above.

 

 

Enfoque de inversión

Aragón Value Partners emplea una estrategia value, invirtiendo en acciones de empresas publicas. Nuestro objetivo es una rentabilidad anualizada del 15%. Nuestra estrategia es comprar compañías que están infravaloradas en base a nuestro análisis de su valor intrínseco.



Nuestro Análisis

Somos un inversor de buy-and-hold. No utilizamos shorts ni compramaos en margen. No empleamos leverage. Asumimos un período de espera de dos años en todas nuestras posiciones de inversión, aunque saldremos antes si los fundamentos de la empresa cambian o cumplen con nuestro objetivo de valor intrínseco.


Somos inversores high conviction y enfocados. Preferimos concentrar nuestras participaciones en empresas en las que creemos firmemente, en lugar de extendernos a través de un gran número de posiciones. Si nuestra filosofía de inversión se alinea con la suya, póngase en contacto con nosotros para una consulta inicial.

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OUR REQUIREMENTS

In order to invest with Aragon Value Partners, you must be a qualified investor as required by the Securities and Exchange Commission. Minimum account size $500,000.


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