![Juan A. Bertrán](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Juan A. Bertrán, CFA, is a Founding Partner & Manager at Cartesio Inversiones SGIIC SA.
He was previously employed at the Ministry of Economics as Trade Expert and Economist of the State between 1985-1988.
He also worked at AB Asesores and Morgan Stanley as Managing Director between 1988-1999 and between 1999-2004 respectively.
Mr. Bertrán holds a BSc in Economics from the Universidad Complutense de Madrid in 1981 and has M.
A and M.
Phil.
in Economics from the Columbia University, USA in 1984.
Postes actifs de Juan A. Bertrán
| Sociétés | Poste | Début |
|---|---|---|
Cartesio Inversiones SGIIC SA
 Cartesio Inversiones SGIIC SA Investment ManagersFinance Cartesio is an active, contrarian-biased, long-term manager which aims to protect capital by following an absolute and risk adjusted investment objective, investing in equities, government bonds, corporate debt and cash. The firm employs a gradualist approach to construct concentrated portfolios, investing in a limited number of medium and large-cap equities. They follow a bottom-up approach to select stocks emphasizing fundamental valuation tools including meeting with analysts and company management. Index derivatives are utilized to manage market risk. Investment decisions are made jointly by the firm's partners. | Directeur Général | 01/01/2004 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
7
Relations au 1er degré
1
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Cartesio Inversiones SGIIC SA
Cartesio Inversiones SGIIC SA Investment ManagersFinance Cartesio is an active, contrarian-biased, long-term manager which aims to protect capital by following an absolute and risk adjusted investment objective, investing in equities, government bonds, corporate debt and cash. The firm employs a gradualist approach to construct concentrated portfolios, investing in a limited number of medium and large-cap equities. They follow a bottom-up approach to select stocks emphasizing fundamental valuation tools including meeting with analysts and company management. Index derivatives are utilized to manage market risk. Investment decisions are made jointly by the firm's partners. | Finance |
