Dunas Capital breaks new ground in traditional management with the launch of Birdie Capital, the first fund specializing in the Pan-European TMT sector (Telecommunications, Media and Technology), in the FCP-UCIT5 format domiciled in Luxembourg.
The goals of Birdie Capital:
5% profitability and single-digit average volatility. These address the needs of the insurance and pension funds market, the main clients of Dunas Capital Inverseguros. In addition, Birdie Capital is an attractive product for conservative private banking and family office clients due to being fiscally transferable, providing daily liquidity distributed through platforms, competitive fees, controlled risk, no correlation with stock market trends and free from political risk.
In its investment strategy, Birdie Capital seeks stable positive returns by buying or selling listed shares while hedging market risk (Long-Short), mainly against sector indexes. Its ability to reward shareholders, its efficient use of equity and choosing the right moment to invest are the essential criteria in the decision-making process.
Seventeen years’ experience as a TMT sector analyst, leading specialized teams in several entities including Mainfirst Bank, Banco Santander and Kepler Cheuvreux.
He holds a B.A. (Hons.) degree in Business Administration, Specializing in Finance, from the South Bank University, London. Degree in Law (Business Affairs) from the CEU-Complutense University in Madrid. Diploma as a Financial Analyst from CEFA.
Twenty-five years managing risk and positions in various financial asset classes, leading the proprietary European Equity trading desk for Banco Santander in the last 8 years. His career was mainly at that bank (21 years) and with JP Morgan where he participated in the training program held in New York.
Summa cum Laude Degree in Business Administration, Specializing in Finance, from Boulder University in Colorado.