Cómo Invierte Cobas AM: Una Gestora Independiente que Apuesta por el Value Investing

In this presentation from Ideas de Inversión Vigo, Luis Silva, Head of HNWI at Cobas AM, explains how value investing works at an independent asset manager: buying quality businesses at attractive prices and letting time do its work. 👉If you're interested in: how to analyze companies, how to build an equity portfolio with a 5-10 year horizon, and the role of cash flow, competitive advantages, and discipline when the market gets nervous, here's a very practical explanation. The presentation also covers the Cobas Selección model portfolio (with its international and Iberian weighting), the criteria they use to filter ideas, and why, even with indices at record highs, Cobas continues to see opportunities in less "trendy" market segments. Disclaimer: “Trading is risky and you could lose some or all of your invested capital. The information provided is for informational and educational purposes only and does not constitute any type of financial advice and/or investment recommendation.”