Last updated: 11:01 / Sunday, 22 February 2015
Firmino Morgado and Renta 4

Filipe Bergaña Joins W4i Investment Team as a Fund Manager and Investment Partner

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Filipe Bergaña Joins W4i Investment Team as a Fund Manager and Investment Partner

W4i has announced the incorporation of Filipe Bergaña as a fund manager and investment partner. This is in line with the previously stated objective by W4i of attracting the best talent of experienced investment professionals with outstanding track record.

Filipe Bergaña brings over 12 years of investment experience and adds unique skills to W4i team’s capabilities in the European equity space. He developed his career in well known traditional long-only firms such as MLIM/ Blackrock and Fidelity International and most recently Och-Ziff, one of the world’s largest alternative investment managers. Filipe has accumulated a unique blend of experience in a broad array of sectors from TMT to consumer and industrials, amongst others.

“I am delighted to join this venture and I am highly confident on the prospects of success of W4i. Despite the proliferation of asset managers, there is a lack of genuinely active investment solutions, truly aligned with the interests of the clients who they represent – a gap which W4i directly addresses. It is a privilege to work again alongside Firmino Morgado, with whom I share the passion for investing and the discipline of a fundamental approach to stock picking and portfolio construction. In addition, in Renta 4 – and its research and execution team - we have the backing of a strong and long-established player in the Spanish and Latin American markets, with an investment horizon similar to ours. So we have all the ingredients to build a truly unique success story” – Filipe said.

In turn, Firmino welcomed the new addition to the team and highlighted the complementary aspect of the investment profiles: “Filipe is one of the best investment professionals that I have ever had the pleasure to work with. Apart from his exceptional expertise in the European cyclical sector, Filipe brings along shorting skills which the team will benefit from given the flexible investment features of the funds we manage. W4i will therefore be better equipped to cope with the different contexts of the market, therefore achieving our ultimate goal of delivering superior and consistent performance for our investment clients.”

W4i – working for investors – is a newly created range of investment funds, mainly focused on the institutional market, whose foundation pillars are i) truly active management, ii) total alignment of interests between investors and managers and iii) social responsibility. Its funds are incorporated in Luxembourg and Spain and will soon be open for subscription on the Spanish market.

Renta 4 Banco is a publicly listed Bank founded in 1985, specialized in wealth management, brokerage services and corporate advisory. It is the parent company of a number of companies providing investment and asset management services (the "Renta 4 Group"). It is not affiliated with any industrial group and prides itself in being independent.

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