We invest in high-quality companies with a commitment to long-term value creation.
The goal is to identify and incorporate into the portfolio solid, well-managed companies with business models capable of consistently generating value over time.
Our goal is to identify high-quality companies capable of consistently generating value over time, combining sustainable growth, financial discipline, and lasting competitive advantages.
Predictable growth
Sectoral Leadership
Financial Strength
Sustainable Competitive Advantage (Moat)
good governance
Attractive Rating
We explain our work process so you know what to expect when investing in an equity fund.
FUNDAMENTAL ANALYSIS
(BOTTOM-UP)
The process is based on a bottom-up fundamental analysis: the investment team thoroughly examines each company individually before considering the macroeconomic or sectoral environment.
We analyse each company's business model, competitive position, management quality and ability to generate long-term value.
PRIORITIZATION
We prioritize companies whose qualities allow them to:
Minimize long-term structural risk
Maximise long-term upside potential
We are looking for solid, well-managed businesses with clear competitive advantages.
SELECTION
OF COMPANIES
The ultimate goal is to incorporate into the portfolio only companies with a proven ability to generate robust and sustainable cash flows, supported by durable competitive advantages.
Only companies that meet these criteria are included in our portfolios.
The process is based on a bottom-up fundamental analysis: the investment team thoroughly examines each company individually before considering the macroeconomic or sectoral environment.
We analyse each company's business model, competitive position, management quality and ability to generate long-term value.
We prioritize companies whose qualities allow them to:
Minimize long-term structural risk
Maximise long-term upside potential
We are looking for solid, well-managed businesses with clear competitive advantages.
The ultimate goal is to incorporate into the portfolio only companies with a proven ability to generate robust and sustainable cash flows, supported by durable competitive advantages.
Only companies that meet these criteria are included in our portfolios.
OUR
Investment funds
other types of funds
Explore other Solventis investment funds.
FIXED INCOME
At Solventis, we manage fixed income with a philosophy based on prudence, quality, and the constant search for opportunities that generate real value for our clients.
MIXED FUNDS
They seek to make the most of all available resources in the market to maximize the risk-reward ratio.
With a “top-down” approach.
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Differences in fund classes with currency hedges
FEDERAL SYSTEM
Your Questions, Answered
Clear answers to help you make informed financial decisions with confidence.
What is equity?
Equity investing involves investing in company shares, which grants ownership of a part of that company, participating in its growth.
It offers greater return potential, but also higher volatility.
What time horizon does equity investing require?
It is designed for a medium and long-term horizon, usually longer than five years, to absorb short-term volatility.
What does it mean for a fund to be actively managed?
This means that the manager does not replicate an index, but actively selects investments seeking to generate long-term value.
How is risk managed in equities?
Through diversification, fundamental analysis, exposure limits, and continuous monitoring.
Volatility is managed, not eliminated.