Source: Tenvalue
The year 2024 has been a year of consolidation for Norz Patrimonia and its management team as one of the reference entities in the management of funds with the focus on global companies.
We already advanced at the beginning of the year that its investment director, Jorge Martret, CFA, CAIA, seems one of the best managers focused on global quality companies.
At our annual conference he made a presentation on Norz Patrimonia for about 10 minutes (short version): https://lnkd.in/dsr8gspj
A couple of months ago, he made a presentation at Value School entitled Super -Speech
Jorge highlighted his focus on both the best companies in the world (Nvidia type in which they invested in 2020, Microsoft, Alphabet or Meta) and in companies that extraordinarily quote at very low prices with respect to their ability to generate box today Opportily (Leonardo or Caterpillar type).
In all its presentations, some investment case that attracts attention, for example, we highlight its recent investment in Apollo as explained in the Tenvalue & Coffee in Barcelona.
In addition to their global Variable Income strategy, they offer their aggressive mixed strategy (first quartile of results in its category) and global reits.