Jaime Moreno Caballero

Provides insurance services

Allianz Portugal is an active, long-term manager which invests in global equity and debt. They perform primary research as the basis for their investment decisions and utilize a bottom-up, sector-based selection process, supplemented by top-down allocation. The firm collaborates with other subsidiaries across the Allianz Group.

Dunas Capital Asset Management is an active, growth-oriented manager which seeks to preserve capital and achieve positive returns in the medium-term. The firm adds value to investments through an approach based on in-depth analysis of each market and asset in which they invest, with flexibility and consistency in management, which allows them to obtain long-term sustainable results. They design portfolios with fixed income assets, equities, derivatives, liquidity and funds, which are evaluated taking into account 3 factors: profitability objective, temporal horizon, and risk management.

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Allianz Gestión is an active, growth-oriented investment manager. The firm invests in global equity and debt, with the bulk of this branch's investments being in European equity. The firm follows a long-term investment philosophy, with primary research as the basis for all investment decisions. ^Allianz Gestión follows a bottom-up, sector-based selection process which they supplement with top-down allocation. There is direct communication between research, portfolio management, and trading across the whole Allianz Group. ^Portfolio managers are split into regional teams that assess sectors within those regions by weighting each sector before picking companies in that sector to create model portfolios. The models are submitted to the monthly investment committee where decisions are made. The firm utilizes qualitative and quantitative analysis, as well as fundamental and technical research, to select funds.