Banca March has launched, through its asset manager March Asset Management, March International-March Universal Brands, a thematic global equity fund that seeks to invest in companies whose brands are widely recognized around the world and consistently maintain their mission, vision, appearance, and positioning across all regions in which they operate.
The fund invests 100% of its portfolio in globally listed companies. From an investment universe of approximately 3,000 companies, March Universal Brands selects the 35-45 most outstanding brands, dividing the investment universe into three sub-themes: powerful brands (those whose brand is an intangible asset perceived in the same way by consumers worldwide), promising brands (those in early stages of consumer recognition and expansion), and disruptive brands (the most innovative, often linked to the technology and digital sectors).
The new thematic fund aims to offer attractive returns to its investors by highlighting the resilience these types of organizations demonstrate during crises and their rapid ability to recover during cycle shifts.
As Javier Escribano, General Manager of March AM, noted, “We believe that this new product can be very attractive to Banca March investors. Investing in universal brands that base their philosophy on pillars such as leadership, loyalty, recognition, reputation, and perceived quality offers consistent long-term returns, making this a great opportunity to expand our range of thematic funds.”
