The race for AI and data centers is driving up investment and risks, but it also presents a unique opportunity to invest in Quality. Our CIO, Tomas Maraver, offers a candid look at what’s happening in the markets, why we’ve exited all AI exposure, and where we’re finding real opportunities right now.
Our CIO visits Tu Dinero Nunca Duerme on esRadio (programme on 17/03/2024) to explain Nartex Capital’s market vision and investment process.
Christopher Johnson (Morningstar) interview with our CIO on 14/03/2024
What Simple Models Teach About Probability and Behaviour Simple models can make complex ideas easier to understand. In finance, people use charts, scenarios, and calculators to think about time, compounding, risk, and possible outcomes. These tools do not predict the future perfectly, but they help users understand how decisions may develop. A similar lesson applies … Continued
In this interview you will learn about quality investing and how we implement it, our investment process and several of our theses: Thermo Fisher, S&P Global, GoDaddy, Canadian Pacific, Canadian National or Willis Towers Watson.
How Long-Term Thinking Improves Online Platform Selection Long-term thinking helps people avoid decisions based only on immediate appeal. In finance, a strong choice is usually supported by research, patience, and an understanding of risk. The same approach can be applied to digital services, including online casino and gambling platforms. Users often see attractive promotions, fast … Continued
Interview on 27/01/2023
Quality investment as an opportunity
Interview with our CIO in the programme El Foco de Negocios Televisión
Nartex Capital. Theory and Practice of Quality Investing – Value School
On September 21st at 19:00 presentation at Value School – Castellana 53, floor 2 (Madrid)
Why International Digital Choices Require Careful Comparison International digital platforms can offer convenience, variety, and access to services beyond a user’s local market. However, they also require careful comparison because rules, payment systems, support standards, and user protections may differ across regions. In finance, users are often reminded to understand risk, read documents, and avoid … Continued
Quality Investing or investing in monopolies or oligopolies
How Transparency Builds Confidence in Digital Platforms Transparency is one of the strongest foundations of trust in any digital service. Users want to know who operates a platform, what rules apply, how their data is handled, and what happens when money is involved. This is true in investment services, subscription platforms, e-commerce, and online entertainment. … Continued
Interview with Tomás Maraver
Interview with Tomás Maraver
Nartex Capital, an expert in selecting the few global businesses that escape capital cycles.
In the Investment Forum, Tomás Maraver explains what ‘Quality Investing’ is and how Nartex Capital, the first Spanish quality investment fund, was born. You can listen to Part 4, at minute 22.
A new breed of managers is taking to the skies of the asset management industry. They are young people in their thirties, well prepared, who have proven excellent results and extensive technological knowledge. Little by little they are making a name for themselves in the industry.
The Luxembourg fund implements in Spain the global equity strategy already established in other markets.
The market expands its offer with a new investment strategy: Nartex Equity Fund. It is a Luxembourg fund managed and marketed in Spain and implements a global equity strategy based on ‘Quality Investing’.
We analyse the day’s markets with Tomas Maraver, manager of Nartex Capital.
Why Careful Risk Assessment Matters in Digital Decisions Careful risk assessment is essential whenever people make decisions involving money, time, or personal data. In investing, users are encouraged to study fundamentals, understand uncertainty, and avoid reacting only to short-term excitement. The same mindset is useful in digital entertainment, especially when people compare online casino platforms, … Continued