María Teresa Tobar

Sabadell AM is an active, fundamental-oriented manager which seeks to control risk and follows a top-down approach to determine the total risk exposure and to decide the asset allocation, while a bottom-up approach is applied for security selection to build up well-diversified portfolios. The firm manages strategic and tactical positions in a market-oriented manner, aiming to capture the sources of profitability surplus.

Functions as a College/University

Altex AM is an active manager which aims to achieve a balanced mix of attractive returns, low volatility and low correlation with equity and fixed-income markets. The firm constructs their portfolio by using both a top-down strategy allocation and a bottom-up manager selection approach, identifying managers based on proprietary databases, contacts in the industry, external databases, conferences and brokers, and selecting the top managers in each strategy after performing qualitative and quantitative due diligence. They issue personalized recommendations adapted to the objectives and investor profile.