We invest to protect and grow your wealth, backed by 50 years of expertise

ISIN: ES0179463007
25/04/2025
Kersio Capital Sicav SA S3652:SM
31,79 €
ISIN: LU1476746869
28/04/2025
Kersio Lux - Kersio Equity KEREQAE:LX
155,27 €

Invest in Kersio with no minimums and access a unique global equity investment strategy.

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About Kersio

Experience, expertise and excellence: Our track record in the financial world.

Kersio Capital Sicav was founded in 2013 by Walter Scherk and his siblings Vivian and Alejandro. Their aim was to bring their investment philosophy and experience to the investment world, while also channeling their personal financial wealth into their own project. Later, in 2019, Kersio AV was created to professionalize the company’s management and bring together both the SICAV in Spain and Luxembourg, launched in 2017.

Kersio’s strategy, based on a thorough fundamental analysis and refined over decades of experience, is suitable for long-term investors who are looking to invest in quality companies at a good price, with profitable and sustainable business models.

Since its inception in February 2013 until December 2024, Kersio Capital Sicav has had an average annualized return of over 10%.

News & Media

Discover our latest analyses, news, and media collaborations

Investment Philosophy

The legacy of 50 years of professional experience in the financial markets

Our philosophy is based on selecting quality companies with attractive valuations. The analysis we perform follows a methodology that allows us to identify undervalued stocks that we believe have high potential in the medium to long term.

Our valuation study is composed of three fundamental pillars:

  • Classical fundamental analysis.
  • Analysis of the company’s positioning, its strengths and weaknesses, its competitors and the market in which it operates.
  • Risk analysis.

Once we have analyzed the company, we talk to its directors and managers and compare our own perception and our figures. Finally, in our methodology we always seek consensus from the entire management team for each decision we make.

Our range of choice is more than 1.000 stocks traded in developed markets and we usually have between 40 and 70 stocks in our portfolio.

Regarding company size, we have a preference to Medium and Big Cap, although we also include Small Caps as long as they maintain our liquidity requirements.

Meet the team

In Expert Hands

Walter Scherk Serrat

Partner and Portfolio Manager at Kersio AV

Vivian Scherk Serrat

Partner and Portfolio Manager at Kersio AV

Alejandro Scherk Serrat

Partner at Kersio AV and Chairman at Kersio Lux

Alberto Carrasco

Partner, CEO, and Portfolio Manager at Kersio AV

Rodrigo Martínez García

Back Office Manager at Kersio AV