At Welzia we perform a Global Management from a geographic point of view and a Risk Control Management from the point of view of dynamics.

The most important factor that each investor should decide upon is the Risk that they are prepared to assume or the Risk that suits them for their financial and personal situation.

In addition, the Risk is not an isolated parameter to establish but is related with another very important item, the Time Horizon of the investment.

The Return will be the consequence of assuming a certain Risk level, establishing a Time Horizon and that both be consistent.

[see relationship between Risk, Profitability and Time Horizon]

After establishing the Risk level, our offer covers a risk spectrum from 2%, Welzia, to 20%, Welzia Sigma 20. Vea una Presentación de la Política de Inversión de nuestros Fondos.

To understand these items and Our Methodology, we invite you to our Training Centre where you will find a detailed explanation of all the necessary items to perform the best management of your investments.

Con el ánimo de ofrecer otras alternativas de inversión y algunas variantes sobre nuestra línea básica de gestión académico-matemática, desde Welzia, aplicamos también los modelos cuantitativos a una gestión de carácter más dinámico y focalizada en inversiones sectoriales.

En este sentido nuestros primeros Fondos, en esta línea, dan cobertura al sector bancario a nivel global (Welzia Banks) y a una estrategia de selección dinámica de sectores del S&P 500 (Welzia Rockledge Multisectorial).

[Vea la presentación de Welzia Banks]

[Vea la presentación de Welzia Rockledge Multisectorial]