What we do
Our client engagements are completely bespoke - built around your exact needs and designed to create integrated, long‑term professional partnerships.
For our Asset Management clients, we work closely with Sales, Marketing and Investment Managers to present an independent view of how and why a fund demonstrates long‑term winning characteristics - or where the evidence suggests otherwise. By helping teams “step into the fund selector’s shoes”, we bridge the gap between investor perception, fund manager intent and distribution team messaging.
Having worked with many high quality funds, we are often able to surface the “golden nugget” insights that sharpen pitches and highlight strengths the investor base may not yet fully appreciate. When we find a hidden gem - or one hiding in plain sight - we make sure the right people know about it.
For DFM and Wealth Management clients, our goal is to help Investment Managers understand their portfolios inside‑out at all times. Portfolios contain many moving parts, each characterised by its own return-driving factors; without a clear analytical forensics tool, the picture can quickly become overwhelming. We simplify this complexity by screening every building block of a portfolio against every relevant parameter and briefing clients in real-time on what matters and why.
We help Investment Managers form evidence-led views on each fund, identify unintended risks, and spot where true underperformance may be disguised as outperformance.
We work exclusively with professional investment firms and do not provide advice to retail investors.
Valencia Asymmetric is an investment consultancy based in Spain. It is not authorised or regulated by the UK Financial Conduct Authority (FCA), the Spanish National Securities Market Commission (CNMV), or any other regulatory body to provide investment advice.
For our Asset Management clients, we work closely with Sales, Marketing and Investment Managers to present an independent view of how and why a fund demonstrates long‑term winning characteristics - or where the evidence suggests otherwise. By helping teams “step into the fund selector’s shoes”, we bridge the gap between investor perception, fund manager intent and distribution team messaging.
Having worked with many high quality funds, we are often able to surface the “golden nugget” insights that sharpen pitches and highlight strengths the investor base may not yet fully appreciate. When we find a hidden gem - or one hiding in plain sight - we make sure the right people know about it.
For DFM and Wealth Management clients, our goal is to help Investment Managers understand their portfolios inside‑out at all times. Portfolios contain many moving parts, each characterised by its own return-driving factors; without a clear analytical forensics tool, the picture can quickly become overwhelming. We simplify this complexity by screening every building block of a portfolio against every relevant parameter and briefing clients in real-time on what matters and why.
We help Investment Managers form evidence-led views on each fund, identify unintended risks, and spot where true underperformance may be disguised as outperformance.
We work exclusively with professional investment firms and do not provide advice to retail investors.
Valencia Asymmetric is an investment consultancy based in Spain. It is not authorised or regulated by the UK Financial Conduct Authority (FCA), the Spanish National Securities Market Commission (CNMV), or any other regulatory body to provide investment advice.