Podcast | SICAVs: investment strategies and the pulse of today’s market

In this new episode of “Be Finance”, we delve into SICAVs as a financial tool, highlighting their benefits and context in the current market.

We also analyze the rejection of weighted indices in favor of equal-weighted strategies and the key criteria for stock picking, as well as exploring the time horizon and the Kersio methodology, very similar to Ray Dalio’s model.

For this, we have Walter Scherk, founding partner and director of Kersio Capital, with whom we discuss the eternal comparison between Value and Growth investing.

Finally, we examine the current state of the market, the main areas of focus for investors, and the key differences between the markets of the European Union and the United States.

You can now listen to us and follow us on: Spotify, Ivoox y Apple Podcasts

Thank you for listening to Be finance! If you want to get in touch with us or have any questions, write to us at befinance@bfs-ief.com