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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