In this new episode of Value Investing FM, Adrián and Paco have the pleasure of interviewing Luis Urquijo, CEO of La Muza Gestión.
He will tell us about:
- His beginnings in the world of finance and fund management
- Your investment style, based on the circle of competition, management teams with aligned interests and a portfolio diversification adequate
- The reason for the creation of the fund in addition to the SICAV
- Some of La Muza's positions, such as Qualitas, Sacyr, Repsol or Gestamp
- Some value traps in which it has fallen, such as OHL or Duro Felguera
- Your Recommended Books on Stock Investing
Tabla de contenido
- 1 Listen to the program: Interview with Luis Urquijo de La Muza
- 2 Presentation by Luis Urquijo
- 3 Portfolio of La Muza SICAV
- 4 Books recommended by Luis Urquijo
Listen to the program: Interview with Luis Urquijo de La Muza
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Presentation by Luis Urquijo
Bachelor of Business Administration, Luis Urquijo is the cCEO of Muza Gestión SGIIC.
From 2014 until his incorporation to Muza he has been Director of Investments of Abaco Capital, and previously he spent eight years as managing partner in Horizon Capital. He has also held various positions related to the world of investment in Savings Corporación Financiera, BBVA Bolsa, Banesto Bolsa and CV Corporate Finance, Among others.
He has a Master in Financial Management from IE and PADE from IESE.
It currently manages La Muza FI and La Muza SICAV, one of the most profitable SICAVs on the Spanish stock market in recent decades.
Source: La Muza - About Us
Portfolio of La Muza SICAV
Books recommended by Luis Urquijo
- The Most Important Thing for Common Sense Investing, by Howard Marks
- The Outsiders, de William Thorndike