Miguel Macho

CaixaBank AM develops investment solutions tailored to each clients’ profile, diversifying investment and applying a dynamic approach to portfolios.

March A.M. is an investment boutique that specializes in tactical asset allocation and company selection. Their investment philosophy strikes a balance between long-term value creation and asset preservation. Portfolio construction seeks to create a portfolio that maximizes the investment team's best ideas while aligning with the manager's core beliefs, the investment policy, and the risk level of each strategy. In Equities, the firm looks for companies that offer a buying opportunity, with solid fundamentals over long periods, regardless of location, and which are undervalued. For Fixed Income they invest in high-quality issuances, and also, opportunistically, in issuances below Investment Grade (BBB-), specializing in EUR issuances.