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Sergio García in Estrategias de Inversión: “Reading the market one year ahead is complex; our bet is on the long term” 

Sergio García, founding partner of Qualitas Funds, spoke with the specialized financial media Estrategias de Inversión at the Madrid Stock Exchange. In the interview, conducted from the iconic trading floor, he highlighted the firm’s unique investment strategy, focused on the lower mid-market segment, “a niche that allows for higher profitability with a lower risk profile.”

To maximize results, he emphasized the importance of providing investors with access to top European and U.S. SMEs through three investment vehicles: private equity fund of funds, private equity co-investment funds, and NAV financing funds for private equity. 

When asked about the best opportunities in today’s market, Sergio pointed at Qualitas Funds’ interest in “technology in general, fintech, software, e-commerce, healthcare, sustainability, and specific strategies such as buy and build or special situations.” The goal, he noted, is to “achieve a delta in profitability and reduce exposure to market cycles, thereby decreasing volatility.” 

When asked about the best opportunities in today’s market, Sergio pointed at Qualitas Funds’ interest in “technology in general, fintech, software, e-commerce, healthcare, sustainability, and specific strategies such as buy and build or special situations.” The goal, he noted, is to “achieve a profitability delta and reduce exposure to market cycles, thereby decreasing volatility.” 

This strategy is particularly advantageous in times of uncertainty. As Sergio explained, “A slightly more complex market environment can be beneficial. That’s why our funds have historically achieved returns far superior to the market average, including Spain.” As proven by the track record and returns, “the key is offering our investors access to the best European and U.S. SMEs through three distinct investment products: private equity fund of funds, private equity co-investment funds, and NAV financing funds for private equity.” 

Regarding the outlook for 2025, the Qualitas Funds founding partner underscored his preference for long-term investments: “Predicting the market 12 months ahead is extremely difficult; it largely depends on luck or serendipity. That’s why we focus on strategies with a longer horizon.” However, he acknowledged that sectors like technology and healthcare have historically shown “above-average growth, with returns 0.2 to 0.4 times higher and lower volatility.” 

You can watch the full interview here: https://vimeo.com/1054240438 

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