W&F December 2017

www.wealthandfinance-news.com 38 Wealth & Finance International - December 2017 Established in 2002, Square Asset Management has since grown to become the largest open- ended fund asset management in Portugal with over €950m AUM. Holding specific expertise in real estate management, development, investment fund market, law and banking, Square Asset Management’s renowned management team is the only team on the market working together for 27 years, offering clients reassurance that they are in safe hands when they work with this dedicated and experienced firm. Offering either income funds, such as its flagship product, CA Património Crescente (CA PC REF), and distressed asset funds, Square Asset Management offers something to meet the needs of a variety of investors. CA PC REF is an open-ended fund with daily valuation and liquidity. It has won the MSCI/IPD Award for best performing Iberian/Portuguese fund for 7 years in a row. Thanks to this success, the firm is now seeking to raise international finance with a strategy that aims to replicate the firm’s award winning balanced strategy for generating strong income with low volatility. To ensure excellence for investors, the fund is managed with the purpose of building a balanced portfolio of properties across the various market segments, with solid tenants and long term leases duration. An experienced management team and excellent portfolio selection have been the key to the CA PC fund’s strong performance. Thanks to this approach, as of June 2017, CA PC REF continues to consolidate its image as one of the best products on the investment market achieving expressive, positive monthly results based on cash-on-cash returns since inception, and above 20 000 unit holders. Fundamentally, Risk management has been at the heart of Square AM management team, 27 years’ experience in developing and refining a methodology to manage a core real estate portfolio under the heavy UCIT regulatory constraints, and in particular those of daily liquidity and daily valuation. This strategy, along with other open-ended fund specific features has enabled Square AM team to deliver positive returns every month over the last 27 years. Looking ahead, Square Asset Management is working to broad horizons by captivating foreign investors for separate accounts. A new fund is emerging in Luxembourg to share all the same expertise and success well known to the Portuguese market, and this will allow the firm to grow and prosper over the coming years. Square Asset Management is an innovative Lisbon based firm specialising in real estate asset management. We profile the firm to find out more about its portfolio and how it works to ensure excellence for its investors. Seven Squared 1712WF23 Company: Square Asset Management Contact: Luis Souto Email: [email protected] Address: RUA Tierno Galvan, Torre 3, Lisbon, 1070 -274, Portugal Phone: 00 351 21 380 8290 Website: www.squaream.pt