Portfolio Manager Diary: How Do We Contrast the Information Obtained when We Analyze a Company?

At the beginning of last September, I met by video conference with theĀ Grifols (GRF) Investor Relations Team. We talked about accelerating immunoglobulin sales in developed markets such as the US, Canada, and some European countries. GRF produces and sells immunoglobulins for intravenous and subcutaneous administration, and they are used...

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Update interview with MOI GLOBAL

Quim Abril, president and portfolio manager of Draco Global SICAV, tells us that he invests in companies with competitive advantages and focuses a lot on the possible risks that these companies may suffer; what you look for in them what type of companies you look at. Also, he shares...

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Quim Abril launches new sicav, under Gesiuris Asset Management

Since September 1, Quim Abril is the president and portfolio manager of a new investment company, Draco Global Sicav, under the umbrella of Gesiuris Asset Management. For the past three years, Abril has been the portfolio manager of the Global Quality Edge Fund, a vehicle created in June 2017, with...

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