Investment Strategy
We apply a comprehensive approach based on fundamental analysis, active risk management, and strategic diversification, with the purpose of maximizing risk-adjusted return and preserving capital value in the long term.
FIXED INCOME
We seek to guarantee an adequate return for our participants who fit a more conservative risk profile, according to market conditions at the time of the start of the investment.
Our objective is to invest in securities that are tradable on an organized securities market and that have ratings greater than or equal to A, granted by recognized risk rating firms.
Through the “magic of Compound Interest,” we have designed a strategy that allows investors to grow their capital with three essential components: periodic savings, accumulation of coupons or generated returns, and reinvestment of these returns.
PUBLIC EQUITY
We seek to invest in high-conviction companies across diverse sectors and geographies around the world. We apply our fundamental analysis to select investments that seek higher long-term risk-adjusted returns and outperform the benchmark index, all in pursuit of greater capital growth for our investors.
OPPORTUNITY INVESTMENTS
Take advantage of market asymmetries (temporary noise) to buy or sell assets whose prices are affected and which we believe should not be affected by such asymmetries. We seek to take advantage of temporary collective panics when assets are trading well below their intrinsic value or when euphoria generates temporary overvaluation.
Contact us
Ciudadela Unicentro Cali
Cali – Colombia, Cra 100 5-139 Oasis building
+57 315 526 2848
+57 318 799 6591