Passion for investing

 

At Family Office San José Capital we have a passion for investing, it is the most important attribute we look for in our people. And we expend significant energy to ensure that it remains the heart of our culture.

Our strategy is to centralize the coordination of these relationships, rather than creating fragmented relationships with multiple private banks, wealth managers and other service providers. Thus, we managed to manage family affairs more efficiently, building heritage and sustaining the legacy for future generations.

With technological advances and market changes, which are increasingly fast, we believe that the creation of our own Family Office model contributes to the greater effectiveness of the work we are doing.

 

Respect for risk

 

Our investment spirit is centered on providing attractive, risk-adjusted returns for our investors. We are convinced that this is the only way to consistently create long-term value.

This approach is underpinned by a long-standing philosophy of San José Capital  of generation  wealth through active prevention of capital loss.

Respecting risk does not mean avoiding it - rather, this mindset reflects the importance we place on properly understanding, quantifying and pricing risk.

 

Partnership culture

​

Our aim is to form close and lasting relationships with each of our stakeholders: our investors, our managers, our people and, more generally, the environment in which we work.

responsible investment

The San Jose Capital  built its reputation by offering the highest levels of excellence. To maintain this, we have defined our guiding principles to encompass a responsible and sustainable approach to Environmental, Social and Governance (ESG) standards.

Our responsible investment policy is focused on two main objectives:

• Integrate ESG criteria into our investment decisions to create long-term value for investors and support the development of a sustainable economy as a responsible investor

• Follow an ESG engagement policy to create constructive dialogue with our companies and help them improve