Rentabilidad y Cartera - Marzo 2024 - Aestas Fund

¡Hola mundo!

“In the building practices of ancient Rome, when scaffolding was removed from a completed Roman arch, the Roman engineer who built the arch stood beneath. If the arch came crashing down, he was the first to know! His concern for the quality of the arch was intensely personal, and it is not surprising that so many Roman arches have survived.”
Seth Klarman, ‘Margin of Safety’

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Cartera a 31/03/2024:

Durante el mes no se produjeron entradas de nuevas posiciones o salidas completas
Puedes consultar todas las operaciones desde inicio en el siguiente Link

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Rendimiento neto* desde inicio (31/10/22): +33,0% vs. +26,3% MSCI World Euro Net

Rendimiento neto* YTD: +12,2% vs. +11,4% MSCI World Euro Net

*Asumimos un TER del 1,5% anualizado