Santalucía SGIIC is an asset management firm with a portfolio reaching nearly €4bn. The company stands out for its experience in the fixed income market, having positioned its main funds in the first quartile due to its good results. They are able to offer tailored and personalised portfolios/mandates for their clients with truly competitive costs.
We also like its focus on both European and global equities within high-quality companies. Here are two funds that the company actively manages: Santalucía Fixed Income Short Term Euro and Santalucía Fixed Income (with nearly €200m in assets each). They have managed to position their funds in the first quartile of profitability in their categories.
In equities, it seems to us that the appointment of Antonio Manzano as head of equities in 2022 has been very positive for the company. This is why we are highlighting the Santalucía Quality Acciones funds (global equities) and Santalucía Eurobolsa (European equities), which focuses on high-quality, undervalued companies. The fund with the global focus has around €50m in assets and the one focused on European companies has around €150m in assets.
