March International.

What is it?

The Family Businesses Fund stands out as the first traditional global equity investment fund that focuses on companies related to family groups. This fund selects companies that meet at least one of the following criteria:

• Family Ownership: More than 25% of the company is in the hands of a family.
• Generational Succession: There is an explicit desire to transfer the company to the next generation.
• Family Control: A single family group maintains control of the business.
• Participation in Senior Management: At least one family member is involved in the senior management of the company.

Why invest?

The intrinsic value of family-owned companies, characterized by their long-term vision, loyalty, motivation, and low debt levels, allows them to perform better during economic crises. These characteristics are fundamental to our fund, as we seek to incorporate companies that, in the long term, achieve better returns than their non-family counterparts.

In Europe, we find a large number of family-owned companies in countries such as Germany, Italy, Switzerland, France, and Spain. These companies are often concentrated in the consumer and industrial sectors and are the main source of employment in various European economies due to their intensive use of human capital.

The experience of Grupo Banca March as a family-owned company and investor, with a long and successful track record, supports this thesis. Their trajectory demonstrates how family-owned companies can offer stability and sustained growth, making them an attractive option for investors seeking long-term security and profitability.

Return/Risk

Key figures

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• Article SFDR: 6
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Documents