Background

I am Carlos Mora Martinez, an industrial engineer specialised in the energy sector. I worked more than five years as a management & strategy consultant at Indra Business Consulting. I was involved in M&A and strategy projects for multinationals such as Enel and Naturgy. However, finances are my passion. I studied finance and economics by myself after university. I took courses in the Wharton University and London School of Economics. Moreover, I read books of Benjamin Graham and Peter Lynch. I have been analysing companies since 2014. In 2016 I started to manage the portfolio of some family and friends. Since 2018, I help other people to manage their portfolios.

I obtained an scholarship to take the MBA at Imperial College of London. There, I was in charge of the energy sector in the Investment Fund. At the end of the MBA I  started an intership at Sefton Place Advisors, an small Hedge Fund (Long/Short Equity & Stressed/Distressed Credit)

My investment philosophy is based on fundamentals. Not only analysing the company but also the industry and the macroeconomy. It is mandatory for myself to understand the current macroeconomic situation and the business model of the company. 

As a result of all of that:

• I currently manage the portfolio of 8 private clients (mainly stocks in Eurozone, UK, and the US)

• I developed a value modelling program to analyse the data of more than 1.000 companies from all sectors and markets. I presented it to a principal from the Barcelona stock market (BME) and I use it to do the screening of small caps.

• I have analysed more than 100 companies, elaborating its DCF and investment pitch, before deciding whether invest in it.

• I currently manage a portfolio around 10 companies, having other 10 in the watchlist (following its evolution, results and earnings calls)

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