Bibiana Carretero, CFA

8 Years of experience

Focus on high-quality firms at attractive prices

Current firm: New Capital-EFG AM

Professional background

Investment Analyst, EFG. Summer Associate (Equity Research), Bank of America Merril Lynch. Financial Analyst, Marcuard Family Office.

Educational background

MBA, Finance and Accounting. The University of Chicago – Booth School of Business. Bachelor and MSc in Business Administration, Finance. ESADE.

Performance

9.51%

Manager Annualised Return Since Inception

4.06%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

9.51%

4.06%

5.45%

7.59%

2.54%

5.05%

*Inception date: 12/1/2014

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

New Capital Dynamic European

A rigorous bottom-up stock picking framework blends with tight risk controls .

Benchmark
MSCI Europe, Net €

Class
Inst. Acc

ISIN
IE00B4KNLX68

AUM
180,440,000.00 €

Ongoing Charges
0.98%