Presentación Avantage Capital Por Juan Gómez Bada

How to invest with conviction and stay the course for the long term despite macroeconomic noise? In this talk, Juan Gómez Bada, manager of Avantas Fund and founder of Avantage Capital, shares his investment philosophy based on analyzing businesses with competitive advantages, without being swayed by headlines, cycles, or short-term fears. With a friendly and transparent style, Juan presents two of his current theses (one in equities and one in fixed income) and explains why he invests more than 50% of his personal assets in his own fund, a commitment signed before a notary. What you'll learn in this video: Why the alignment of interests between fund manager and shareholders is essential How to analyze companies with a solid business model and reasonable prices The investment thesis of Renta 4 Banco, from the inside and with a long-term focus What opportunities Argentine public debt offers today, and why its revaluation is likely even in adverse scenarios How a mixed fund can adapt to the economic cycle without changing its philosophy Avantas Fund results: Five Morningstar stars across all periods and five consecutive years in the top decile Differences between "being involved" and truly having skin in the game 📌 A masterclass for those who value consistency, transparency, and true active management, with real manager independence and a focus on long-term assets. Disclaimer: “Trading is risky, and you may lose some or all of your invested capital. The information provided is for informational and educational purposes only and does not constitute financial advice or investment recommendations.”