Carlos Val-Carreres

AAA

23 Years of experience

Focus on good companies trading at low multiples

Current firm: MyInvestor

Professional background

Senior Fund Manager at MyInvestor. He started his career as equity fund manager at Ibercaja. Then he worked for 6 years at BBVA group to later join the management team of LIERDE Sicav for almost 6 years.

Educational background

Bachelor of Business Administration (BBA), Finance, from Universidad de Zaragoza and University of Southampton (Erasmus program). MSc in Finance from University of Reading.

Performance

8,38%

Manager Annualised Return Since Inception

6,49%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

8,38%

6,49%

1,89%

10Y

6,47%

6,22%

0,24%

11,96%

11,39%

0,56%

*Inception date: 7/31/2002

Data as at 30 June 2025.

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.

MyInvestor Value

Value investing using fundamental analysis

Benchmark
MSCI Europe, net

Class
Class A

ISIN
ES0165243009

AUM
45.000.000,00 €

Ongoing Charges
Performance Fee: 9%