gestión de activos financieros

management company

de gestión de patrimonio financiero

We are an independent asset

We are an independent asset

gestión de activos financieros

We want to hear from you

Estamos deseando escucharle

to the needs of each investor

a las necesidades de cada inversor

At Value Tree we are constantly adapting

En Value Tree nos adaptamos en todo momento

gestión de activos financieros

Proud to be different

Orgullosos de ser diferentes

than another universally available financial product

la venta masiva de productos financieros

We offer a management service which is much more

Ofrecemos un servicio de gestión alejado de

gestión de activos financieros

Experience

Experiencia

Almost twenty years at the service of investors in Spain

Una andadura de casi dos décadas en España al servicio del inversor

value tree

Trust and security

Confianza y seguridad

We build long-term relationships based on trust

Construimos relaciones a largo plazo basadas en la confianza,

a vital part of good wealth management

pilar fundamental para una buena gestión patrimonial

Growth

Crecimiento

Continuous value creation process

Proceso constante de creación de valor.

Price is what you pay; value is what you get Warren Buffett

Warren Buffett

Financial markets only show the price of assets, when investors should concentrate on the value. At Value Tree, we prioritise both, so as to ensure we pick the very best undervalued companies.

One orientation: the client

Far from the world of selling financial products, at Value Tree we offer a continuous service that is tailor-made to the needs of each client. Our service is unique because our clients are unique.

One activity: discretionary management

At Value Tree we offer a discretionary asset management service to an exacting clientele who need much more than universally available financial products. We invest all our equity in the same assets and under the same conditions as our clients.

One mission: your peace of mind

By preserving your capital and obtaining an above-average return, far from speculation and short-sightedness.

Rigorous analysis and management methodology

We have a team of in-house analysts

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At Value Tree, we only invest in a company after thoroughly researching it and ensuring it is undervalued. This approach helps us to achieve good management results and never have a company in our portfolio that has gone bankrupt or has toxic assets.

Discipline when valuing the assets we are investing in is key to our work. Like good value investors, our management decisions are closely linked to a company’s worth, as our job is to identify good companies which are well managed and trading at a reasonable price.

A comprehensive management

Our discretionary portfolio management service includes asset management, an ideal way to optimise profitability for our clients

Our work methodology responds to the dynamism that our clients need from their assets, linked to an ever-changing regulatory and conceptual framework.

“Don’t base your decisions on other people’s opinions, because they probably have nothing to lose”. In this first episode of the #aprendeconValueTV series, Lucas Monjardín, Value Tree partner and head of investment, offers the key knowledge and basic concepts that every good investor should know.

Value Investing Proverbs

Investor Proverbs

When applied to the investment sector, Spanish proverbs often help to explain the reasons behind the decisions made by management departments every single day.

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A great team at your service

In a complicated and ever-changing world like our own, we have created an organisation which is able to adapt to and support our clients with all their wealth related needs. It is not surprising then that Value Tree’s most recent clients were not sales companies but financial, tax and technology analysts, as well as legal experts, with the intention of providing an all-round, high-quality service.

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Want to know more?

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We would be delighted to tell you more about the perfect investment strategies for you to manage your assets or answer any other questions you may have.

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Or call us on +34 91 781 24 10