Mapfre AM's funds hold firm against geopolitical volatility

In a context marked by elevated volatility and geopolitical noise stemming from the escalation of tensions between the United States and Iran, Mapfre AM’s U.S. equity funds have managed to stand out for their resilience and ability to generate value through active management and careful company selection to navigate the storm with solvency.

The result: returns that have not only withstood the ups and downs of recent weeks but also reinforce the idea that, even in uncertain environments, investment discipline and long-term vision continue to make the difference.

Specifically, Mapfre AM offers two funds focused on this asset class: Fondmapfre Bolsa América, which invests in equity securities of any sector listed in the United States, and Mapfre AM US Forgotten Value, which seeks high-quality North American companies that are undervalued by the markets.

“Each of the funds focuses on a different strategy, in a complementary sense. Fondmapfre Bolsa América is focused on ‘blue chips’: the largest and most well-known companies. By contrast, Mapfre AM US Forgotten Value is dedicated to finding companies overlooked by investors, which typically means smaller and lesser-known companies,” explains Patrick Nielsen, Deputy General Manager of Mapfre AM and manager of both funds alongside César Gimeno and Juan Pedro García Melguizo.

Returns exceeded 3% in the first three months of the year in both cases, reaching 3.07% and 3.33%, respectively. “They have very different sectoral exposure, but a common denominator of seeking undervalued companies,” highlights the Deputy General Manager of Mapfre AM.

The current context of uncertainty poses a series of challenges for retail investors, who at times may let emotions guide their decisions. So, the way in which these investors make decisions and manage their expectations is especially relevant.

“It is important to have a strategy and philosophy and to maintain it. That doesn’t mean not reviewing positions: something unexpected can always arise. But changing philosophy and methodology is a different matter, and it is always important to analyze and think before investing to have clarity on what to do in different scenarios. That requires discipline, work, and preparation, but it reduces unpleasant surprises,” Nielsen advises investors in this context.