I am Carlos Mora, an industrial engineer specialised in the energy sector. I worked more than five years as a management & strategy consultant at Indra Business Consulting for multinationals such as Enel and Naturgy. However, finances are my passion,I studied finance and economics by myself after university, taking courses in Wharton University and London School of Economics, as well as reading 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 and since 2018, I help other people to manage their portfolios.

I have an MBA at Imperial College of London, where I was in charge of the energy sector in the Investment Fund.

My investment philosophy is based on fundamentals, being 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 20 companies, having other 30 in the watchlist (following its evolution, results and earnings calls)

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