Value Investments

Smart, value-driven investments from Family Fund, Portugal. Build lasting wealth with expert financial strategies.

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Empowering Family Wealth Through Strategic Investment Excellence

Where Legacy Meets Opportunity

At Value Investments, we are 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 our family’s legacy while actively creating value across generations, we blend tradition with modern investment strategies to achieve sustainable growth, responsible impact, and financial excellence.

Our Mission

To preserve, grow, and transition family wealth through disciplined investment, personalized advice, and a long term, values driven approach.

Our Values

To be Portugal’s most trusted family fund, empowering generations with sustainable wealth, responsible governance, and meaningful legacy planning.

Smart Growth Strategies

Discover personalized investment solutions with Value Investments, combining disciplined research and risk management for lasting wealth.

Portfolio Management

We build and manage diversified portfolios focused on value investing to deliver steady, long term growth while minimizing risk and adapting to changing market conditions.

Financial Advisory

Comprehensive financial advice including market analysis and asset allocation to help you make informed, strategic investment decisions aligned with your goals.

Retirement Planning

Custom retirement plans to ensure financial independence, providing peace of mind with strategies tailored to your unique income needs and future aspirations.

Capabilities

Building Wealth with Purpose

At Value Investments, we combine market expertise and personalized service to build resilient, value driven portfolios for lasting financial success.

Equity Analysis

We identify undervalued, high-potential stocks through deep research, with disciplined diversification and rebalancing for long term growth.

Global Equities

Investing in quality, undervalued companies across developed and emerging markets with a long-term, fundamentals driven approach.

Private Investments

Partnering with private businesses through direct equity stakes in high potential SMEs, growth companies, and succession situations.

Innovative Startups

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Secured Investments

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Client Satisfaction

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Industries

Invest Wisely Today

Value Investments specializes in tailored investment strategies across Technology, Healthcare, Real Estate, Energy, and more industries.

Financial Services

Supporting banks, insurance companies, and fintech businesses that drive economic stability and innovation.

Technology

Backing innovative tech companies that demonstrate strong fundamentals and sustainable growth potential.

Infrastructure

Funding critical infrastructure projects such as transport, utilities, and communications with steady returns.

Real Experiences, Real Results

Working with Value Investments has been transformational for our family business. Their strategic guidance and hands-on support helped us expand sustainably into new markets.

Maria Lopes

Who can invest with Value Investments?

We are a family investment fund focused primarily on our extended family and invited co‑investors. We may partner with trusted family offices or institutions aligned with our values.

What is your minimum investment size?

Minimum thresholds vary by opportunity, but typically equity investments begin at €500,000, depending on the structure and stage.

How do you integrate ESG into investments?

ESG is embedded at every stage—from sourcing through exit. We evaluate environmental impact, governance integrity, and social outcomes rigorously.

How often do you report performance?

We provide semi‑annual updates across portfolio holdings, along with ad‑hoc reports for significant developments.

What is the typical investment horizon?

Our time frame is long‑term—typically 5 to 10 years per holding—consistent with our goal of generational wealth preservation.

Discover Investment Opportunities.

Explore tailored investment solutions designed to meet your unique goals and values.