Solutions

We leverage our unique market perspective to deliver effective investment solutions to our investor-clients. Constantly originating and analyzing investment theses, our goal is to introduce innovative, relevant, proven, and top-performing investment products to our target markets.

Institutional Solutions

Select, non-conflicting partnerships with top-performing alternative investment fund managers that typically meet the following criteria:

  • Top quartile historical track record driven by clear and repeatable value creation processes and metrics
  • Differentiated strategy not commoditized in the public markets
  • Reputable, established, referenceable investor base
  • Cycle-tested investment and operations team aligned with limited partner success.
  • Strong GP commitment, typically 5% or more of target fund size
  • At least 10 years and 3 funds of investment performance and operational history
  • Minimal Latin American investor base

Private Wealth Solutions

Wealth-management-oriented strategies distributed through intermediary firms, including broker-dealers, registered investment advisors, asset managers, multi family offices and bank platforms.

Our criteria for selection include:

  • Best-in-class performance with low volatility compared to public markets
  • Differentiated strategy not commoditized in the public markets
  • Transparent investment allocation and selection process
  • Alignment via GP commitment and / or significant firm investment alongside private wealth investors
  • Responsive client servicing team
  • Open to customize access points and feeder funds to optimize financial advisor and end-client adoption
  • Scalable, cycle-tested strategies
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