Augustus Capital Asset Management
Also known as Augustus Capital AM, Augustus Capital Asset Management, S.G.I.I.C., S.A.
Zaragoza fund manager (CNMV SGIIC no. 270, 2018) running LIERDE SICAV, a vehicle created to invest one family's savings, plus a public equity fund and a pension plan.
Family & background
- HEADQUARTERS
- Zaragoza, Spain
- FOUNDED
- 2018
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- STRATEGIES
- Public equities
Overview
Augustus Capital Asset Management, S.G.I.I.C., S.A. is a Zaragoza-based collective investment manager registered with the CNMV in November 2018. It manages LIERDE SICAV, which it says was created to invest the savings of a family and its close circle collectively and has more than 30 years of history, together with LIERDE Equities, F.I. and the MG LIERDE pension plan, which are open to outside investors. Its stated method is to buy listed companies with value-creating, well-managed businesses that can grow, at a reasonable price, in a prudently diversified portfolio.
Investment thesis
Invests in listed companies with businesses that create value sustainably, can grow, are well managed and trade at a reasonable price, held in a prudently diversified long-term portfolio.
Holdings & investments
INVESTMENT ARMS & VEHICLES
- Investment company created to invest a family's savings collectively
- Equity mutual fund (CNMV fund no. 5484)
- Equity pension plan
People
- Juan Uguet de ResayreFounding Partner, Chief Investment Officer, Chairman and CEO · source
- Francisco TajadaPortfolio Manager · source
- Álvaro CarbonellBusiness Development and Investor Relations · source
- Alicia CasasúsHead of Finance and Control · source
- Alberto de MinBoard Member · source
- Fernando Sainz de Varanda AliertaBoard Member and Secretary · source
Frequently asked questions
Augustus Capital Asset Management is a family-anchored fund based in Zaragoza, Spain, founded in 2018.
Augustus Capital Asset Management does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes public equities.
Key people at Augustus Capital Asset Management include Juan Uguet de Resayre (Founding Partner, Chief Investment Officer, Chairman and CEO), Francisco Tajada (Portfolio Manager), Alicia Casasús (Head of Finance and Control) and Álvaro Carbonell (Business Development and Investor Relations).
Yes. Augustus Capital Asset Management manages capital from outside investors.