“Price is what you pay; value is what you get Warren Buffett”
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
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
Almost twenty years at the service of investors in Spain
Una andadura de casi dos décadas en España al servicio del inversor
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
Continuous value creation process
Proceso constante de creación de valor.
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.
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.
By preserving your capital and obtaining an above-average return, far from speculation and short-sightedness.
We have a team of in-house analysts
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.
“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.
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.