Value Investments
Overview
Value Investments is a multi-generational family investment fund based in Portugal, dedicated to the stewardship of long-term capital and values-based investing. Founded with a vision to preserve the family's legacy while actively creating value across generations, the firm blends tradition with modern investment strategies to achieve sustainable growth, responsible impact, and financial excellence. Their mission is to preserve, grow, and transition family wealth through disciplined investment, personalized advice, and a long-term, values-driven approach. The firm's values include being Portugal's most trusted family fund, empowering generations with sustainable wealth, responsible governance, and meaningful legacy planning. Value Investments specializes in tailored investment strategies across various industries, including technology, healthcare, real estate, energy, and financial services. They offer personalized investment solutions, combining disciplined research and risk management for lasting wealth. Their services include portfolio management, financial advisory, and retirement planning, focusing on building and managing diversified portfolios to deliver steady, long-term growth while minimizing risk and adapting to changing market conditions. The firm also provides comprehensive financial advice, including market analysis and asset allocation, to help clients make informed, strategic investment decisions aligned with their goals. Additionally, they offer custom retirement plans to ensure financial independence, providing peace of mind with strategies tailored to unique income needs and future aspirations. Value Investments integrates environmental, social, and governance (ESG) factors at every stage of the investment process, evaluating environmental impact, governance integrity, and social outcomes rigorously. They provide semi-annual updates across portfolio holdings, along with ad-hoc reports for significant developments, maintaining transparency and keeping clients informed about their investments. The firm's time frame is long-term, typically 5 to 10 years per holding, consistent with their goal of generational wealth preservation. They are a family investment fund focused primarily on their extended family and invited co-investors, partnering with trusted family offices or institutions aligned with their values. Minimum thresholds for equity investments typically begin at €500,000, depending on the structure and stage of the investment. Value Investments combines market expertise and personalized service to build resilient, value-driven portfolios for lasting financial success, aiming to lead a new national and European development strategy based on their unique identity.
Investment Focus
- Alignment with firm's values and investment philosophy
- Long-term investment horizon of 5 to 10 years
- Focus on sustainable and responsible investments
- Preference for investments in Portugal and select international markets
Portfolio Companies
Reach Value Investments directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Value Investments
What sectors does Value Investments invest in?
Value Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Santa Monica, California, United States. Value Investments is listed as a family office in the ConnectSafely investor database.
What stage does Value Investments invest at?
Value Investments backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout.
Which regions does Value Investments invest in?
Value Investments invests across United States, United Kingdom, Canada, Germany, Australia and France.
What companies has Value Investments invested in?
Value Investments's portfolio includes Congelagos.
How do I contact Value Investments?
Value Investments's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
