# EDM

EDM is a Bank / Wealth / Trust based in Phoenix, Spain.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Phoenix, Spain
- **Region:** Europe
- **Address:** Barcelona, Spain
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** edm.es
- **LinkedIn:** https://www.linkedin.com/company/edm
- **Wikidata:** Q2096

## Regulatory record

- **CRD number:** 287669
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287669

## About

Experts in datagedreven dialogen. | EDM is gespecialiseerd in de creatie van de meest actuele en correcte klantendatabase, het samenstellen en inzetten van doelgroepen voor on- en offline klantenwerving en het ontsluiten van ‘offline’ crm-data in online advertising. Meer informatie: www.edm.nl

## People

- Eusebio Díaz-Morera — Chairman

## Questions

### Who runs investment decisions at EDM?

Eusebio Díaz-Morera founded EDM in 1994 and serves as its Chairman. The firm relies on a small group of long-tenured portfolio managers and analysts for investment decisions. The team structure is deliberately flat to preserve the owner-operator investment culture.

### How does EDM source investment ideas?

EDM uses fundamental, bottom-up research to source ideas. The firm's small- and mid-cap strategies target under-covered companies where in-house research can build conviction. Its domestic Spanish equity fund draws on proximity to local management teams and Iberian market knowledge.

### What investment strategies does EDM manage?

EDM manages concentrated, long-only European equity portfolios. The core strategies are a Spanish equities fund and a European smaller companies fund. Both invest in quality businesses at reasonable valuations, with a long-term holding period.

### Does EDM participate in fund commitments or only direct securities?

EDM invests directly in listed European equities. There is no public record of the firm making fund commitments to external managers. Its focus remains on direct stock selection within its concentrated equity mandates.

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Last updated: 2026-06-03T20:00:00.000Z

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