One of the main independent investment advisors in Latin America.


DIFFERENTIATED APPROACH
How we add value?
- Latin American focus for over 25 years
- Ability to exploit informational, analytical, and liquidity inefficiencies in Latin American capital markets
- Deep small cap equity and high yield credit expertise
- Security selection drives Alpha generation
- Bottom up, original and on-the-ground-research
- Top down views to frame risk
- High conviction, concentrated portfolios and long-term approach
- Portfolios tend to have less risk than underlying asset class
- ESG considerations integrated into research and investment process (View Responsible Investment Policy document)
Strategies Managed by Compass Group
Equity
Latin America
- Latin American Opportunities
- Latin American Domestic Themes
Country – Specific
- Mexican Equities
- Chilean Equities
- Argentinean Equities
- Peruvian Equities
Credit
Latin America
- Latin American Corporate Debt
- Latin American High Yield
- Latin American Investment Grade
Country – Specific
- Mexican Fixed Income
- Chilean Fixed Income
- Argentinean Fixed Income
- Brazilian Fixed Income
Alternative Investments
Alternative Investments
- Latin American Private Credit Opportunities
- Peruvian Private Credit
Real Estate Development
- Peruvian Development
- Uruguayan Development
- Mexican Development
- Chilean Development
- Colombian Development
Discretionary Advisory
- Investment mandate according to each client’s risk/return profile
- Active management of local and international component, and instrument selection
- Our independence allows us to find the best investment managers available
Non – Discretionary Advisory
- Global Brokerage Services providing access to sophisticated investment ideas and excellent execution of transactions
- Open architecture allows access to vast pricing sources, products and instruments in all markets
- Vast access to our “Investment Intelligence”: Strategists, Portfolio Managers and Analysts
Integral Advisory of Consolidated Portfolios
- Multi Family Office Services
- Consolidation of Portfolios in custody by different institutions
- Efficient management and multiple investment portfolios monitoring
- Centralization of family management administration