management company
de gestión de patrimonio financiero
We are an independent asset
We are an independent asset
We want to hear from you
Estamos deseando escucharle
Proud to be different
Orgullosos de ser diferentes
Experience
Experiencia
Trust and security
Confianza y seguridad
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.
“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.
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.
