Searching for the Ideal Opportunity – What to Seek Out, What to Avoid

Álvaro Guzmán de Lázaro Mateos presented his in-depth investment thesis on searching for the ideal opportunity – what to seek out, what to avoid at European Investing Summit 2012.

Are you wondering what are the characteristics of the “ideal” stock in the current environment? Álvaro will let you in on Bestinver’s proven investment approach and how to apply it to identify the best opportunities for the long term among European equities. While the underlying principles of Bestinver’s approach have not changed as a result of the eurocrisis, Álvaro will show you what merits particular attention in the current environment, with a view to avoid catastrophes and benefit from the dislocations across Europe.

About the instructor:

Álvaro Guzmán de Lázaro Mateos began his career in 1994 as an auditor for Arthur Andersen (Madrid), doing a full-time 6-month internship. He continued his career at Bankers Trust in Paris, where he eventually headed the Middle Office at the early age of 21. In 1997 he started as a stock market analyst at a Frankfurt fund management company (Value Management) founded by a former employee of the legendary Peter Lynch. During this period he studied and applied the value style of Ben Graham, Philip Fisher, Warren Buffet, Peter Lynch… Subsequently, he returned to Spain, where he worked as a financial analyst at Spanish broker Beta Capital and later Banesto Bolsa. In March 2003, he joined Bestinver to work with Francisco García Paramés, with whom he had frequently exchanged investment ideas since 1998, given their common liking for the “value school of investing”. He took a double French/Spanish university entrance exam, gained an MA in European Business Studies, and a Law degree from the UNED (Spanish open university). He became a Chartered Financial Analyst (CFA, AIMR) in 2001. Alvaro speaks Spanish, French, English and German. In 1999, he became a professor of fundamental analysis at the Spanish Insitute of Financial Analysts (IEAF) and at the IEB (Stock Exchange Study Institute).

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