José Ruiz de Alda

10 Years of experience

Focus on good companies trading at low multiples

Current firm: Gesalcalá

Professional background

Previously, Portfolio Manager at Cima Global Value SICAV, M&A Analyst at ONEtoONE Corporate Finance. Senior Valuation Analyst at Ernst & Young.

Educational background

Master in Stock Market and Financial Markets. IEB. Honorable mention for the best qualification. Bachelor of Business Administration & Management and Master of Finance, University of Deusto.

Performance

7,50%

Manager Annualised Return Since Inception

6,22%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

7,50%

6,22%

1,28%

10Y

7,50%

6,22%

1,28%

12,92%

11,39%

1,53%

*Inception date: 6/30/2015

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.

Core Value FIL

Value investing using fundamental analysis

Benchmark
MSCI Europe, net

Class
-

ISIN
ES0143702001

AUM
11.100.000,00 €

Ongoing Charges
Management Fee: 1.35%, Performance Fee: 9%