So, How's the Weather? Message Board

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SI - Site Forums : So, How's the Weather?

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To: Geospatial Investor who wrote (1285)	8/30/2022 5:45:59 PM
From: KaizenInvestor	of 1337

Well, the funds now are: Azvalor (Álvaro Guzmán), Cobas (Francisco García Paramés), Magallanes (Iván Martín). They have different types of funds. Álvaro Guzmán and Francisco García Paramés were partners in Bestinver on that period they perform really well. On these years Paramés with his new group of funds he was not able to succeed as in his previous adventure (deep value oriented) but it is always a pleasure to know what he is doing. For example he was one of the first investors on Golar LNG. He has a book as well (I think it is in English and Spanish, but it is not one of my favourites). On the case of Álvaro Guzmán, he was positioned on natural resources these previous years and from last year he is doing an amazing job on Azvalor Internacional Fi Iván Martín is younger than the previous guys and he has a different style (not deep value as the Paramés or Guzmán). There are more interesting people on the Spanish industry but really young but it always great to have an eye on the movements and what they are doing. It is always good to have your mind open.

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