Lucas Monjardin Arbex

Chief Investment Officer at

Value Tree AV SA

56 year

Finance

Profile

Mr. Lucas Monjardin Arbex is Partner, Chief Executive Officer & CIO at Value Tree AV SA. He worked with the Fixed Income Department of Kidder, Peady & CO.
Mr. Monjardin Arbex was also Head of the Legal Department at GES-BM SGIIC and was Head of Interntional Equity Investments for the Group's Investment Funds and SICAVs.
In 2002, he became Chief Executive Officer at MG-Legg Mason España.
He joined Capital at Work as Chief Investment Officer in 2005.
Mr. Monjardin Arbex holds a degree in Law and Political Science from Universidad Autónoma de Madrid.
He is also studied at the Stanford University's Executive Graduate School of Business.

Lucas Monjardin Arbex active positions

Companies	Position	Start
Value Tree AV SA Value Tree AV SA Investment ManagersFinance Value Tree is an active, long-term, value-oriented manager which implements management methodology directly (direct investment in shares and bonds) or through collective vehicles, aiming for financial and/or tax optimization according to what best suits each investor. The firm has carefully developed a limited, but comprehensive and flexible, range of investment vehicles: (1) it covers almost the entire globe: Europe, North and South America and Asia; (2) it covers the main types of assets: monetary assets, bonds (corporate and government), equities and derivatives; an (3) it proposes the main asset selection strategies: very conservative, conservative, balanced, aggressive and very aggressive.	Chief Investment Officer	01/01/2005

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Value Tree AV SA Value Tree AV SA Investment ManagersFinance Value Tree is an active, long-term, value-oriented manager which implements management methodology directly (direct investment in shares and bonds) or through collective vehicles, aiming for financial and/or tax optimization according to what best suits each investor. The firm has carefully developed a limited, but comprehensive and flexible, range of investment vehicles: (1) it covers almost the entire globe: Europe, North and South America and Asia; (2) it covers the main types of assets: monetary assets, bonds (corporate and government), equities and derivatives; an (3) it proposes the main asset selection strategies: very conservative, conservative, balanced, aggressive and very aggressive.	Finance

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