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Bestinver Gestión, S.A. SGIIC
Enrique Pérez-Plá · Asset Manager · Value
Bestinver Gestión, S.A. SGIIC is a prominent independent asset manager headquartered in Madrid, Spain, focusing on value investing and long-term capital appreciation. Founded in 1987 as a boutique firm managing family wealth, it has expanded to oversee approximately €7.6 billion in assets for more than 50,000 investors. Now a subsidiary of the Acciona Group, Bestinver is renowned for its disciplined investment approach, which relies on in-depth fundamental analysis to identify undervalued European and global equities. The institution provides a broad range of investment vehicles, including mutual funds, pension plans, and alternative investment funds specializing in infrastructure, real estate, and private equity. With a team of over forty experts, Bestinver maintains a core commitment to the 'margin of safety' principle, seeking to deliver sustainable returns by investing in high-quality companies with durable competitive advantages and strong management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +6.2% |
| YTD return | -0.1% |
| Sharpe ratio | 1.99 |
| Win rate | 48% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bestinver.es/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MT | ArcelorMittal SA ADR | 11.2% | -0.4% |
| PHG | Koninklijke Philips NV ADR | 8.0% | -10.9% |
| HEINY | Heineken NV | 6.5% | 0.0% |
| META | Meta Platforms Inc. | 6.5% | -3.9% |
| NRDBY | Nordea Bank Abp ADR | 6.1% | -0.7% |
| ELV | Elevance Health Inc | 6.0% | +23.9% |
| GSK | GlaxoSmithKline PLC ADR | 5.6% | +10.0% |
| SW | Smurfit WestRock plc | 5.3% | +0.6% |
| EXPE | Expedia Group Inc. | 5.1% | +27.9% |
| AMRZ | Amrize Ltd | 4.8% | -20.9% |
| RYCEY | Rolls Royce Holdings plc | 4.8% | +0.0% |
| LIVN | LivaNova PLC | 4.7% | +49.8% |
| MSFT | Microsoft Corporation | 4.7% | -2.1% |
| HOG | Harley-Davidson Inc | 4.1% | +19.9% |
| BRK-A | Berkshire Hathaway Inc | 3.5% | +2.4% |
| SAN | Banco Santander SA ADR | 3.3% | +38.6% |
| BBVA | Banco Bilbao Viscaya Argentaria SA ADR | 2.8% | +0.1% |
| CNH | CNH Industrial N.V. | 2.3% | +22.4% |
| HRI | Herc Holdings Inc | 2.3% | -20.4% |
| GRFS | Grifols SA ADR | 2.3% | -6.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | BBVA | 2.8% → 2.8% |
| Aug 17, 2026 | BUY | META | 6.5% → 6.5% |
| Aug 17, 2026 | BUY | MSFT | 4.7% → 4.7% |
| Aug 17, 2026 | SELL | HEINY | 6.5% → 6.5% |
| Aug 17, 2026 | SELL | LIVN | 4.7% → 4.7% |
Investment Style Analysis
Bestinver Gestión, S.A. SGIIC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Medical Devices and Steel sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Bestinver Gestión, S.A. SGIIC made a significant move by reducing the position in BBVA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bestinver's investment philosophy is centered on the principles of value investing, aiming to generate long-term returns by acquiring high-quality companies at prices significantly below their intrinsic value. The firm conducts rigorous bottom-up, fundamental research to identify businesses with sustainable competitive advantages, solid management teams, and high returns on capital. Central to its strategy is a 'margin of safety,' which protects investors against permanent capital loss. Bestinver adopts a long-term investment horizon, remaining patient through short-term market volatility to allow asset prices to converge with their real value. The firm prioritizes risk management through deep company knowledge rather than diversification across indices or market timing.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bestinver Gestión, S.A. SGIIC.
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Frequently asked questions
How is the simulated portfolio for Bestinver Gestión, S.A. SGIIC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bestinver Gestión, S.A. SGIIC's largest holding?
As of the latest filing, Bestinver Gestión, S.A. SGIIC's top position is ArcelorMittal SA ADR (MT), representing 11.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bestinver Gestión, S.A. SGIIC's historical performance and risk profile?
Our simulation indicates a total return of +6.2% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 1.99, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Bestinver Gestión, S.A. SGIIC primarily invest in?
Bestinver Gestión, S.A. SGIIC has a strong preference for the Medical Devices sector, which makes up 12.7% of their disclosed assets. The portfolio also has exposure to Steel, indicating a specific thematic focus.
Is Bestinver Gestión, S.A. SGIIC's portfolio concentrated or diversified?
Bestinver Gestión, S.A. SGIIC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bestinver Gestión, S.A. SGIIC performed in 2026?
Our AI-simulated model portfolio for Bestinver Gestión, S.A. SGIIC tracks a Year-to-Date (YTD) return of -0.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Enrique Pérez-Plá manage Bestinver Gestión, S.A. SGIIC directly?
Yes, Enrique Pérez-Plá serves as the key portfolio manager for Bestinver Gestión, S.A. SGIIC, overseeing the investment strategy and final capital allocation decisions.