Investment Advisor Process

  1. Investment Advisor Process


Our investment adviser process starts with a top-down analysis of international markets and their correlation with respect to Mexico to be able to construct a guide into the future price action of Mexican investment assets. Then a specific bottom-up analysis is performed to provide a better guide into the decision making of a specific investment.

Fundamental analysis is used to define the path of world macro variables to delimit the long term trend of different asset classes in Mexico. We use fundamental analysis to assess the financial strength and growth opportunities of strategic sectors and companies in which the funds may invest in through financial statement analysis and sector growth prospects.

Quantitative analysis is used to recognize relative value among the universe of assets in which our portfolios are invested and to manage the intrinsic risks of every investment.

Finally, technical analysis is used to assess the market momentum and best entry-points in order to optimize risk-adjusted returns.