Compass Group is a specialized asset manager focused on Latin America, with 25 years of experience investing in the region. Founded in New York in 1995, Compass Group is indirectly wholly owned by Compass Group Holdings SA (“CGH”), a company controlling a network of locally regulated Compass branded affiliated asset managers in Latin America
PHILOSOPHY
How we add value?
- Latin American focus for over 20 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
Compass Group offers differentiated fixed income and equities strategies, which can be implemented through segregated mandates and/or pooled vehicles. We tailor and manage portfolios to meet each client’s unique guidelines, objectives, and needs.
Fixed Income
Corporate credit – Latin America
- “Best ideas” / high conviction approach
- High yield bias, a key differentiator
- Local bottom-up research directly incorporated in the investment process
- Extensive experience in managing Latin American debt (since 1996)
Equity
Regional Latin American and Country-specific strategies
- Concentrated portfolios of high conviction ideas
- Local bottom-up research produced in branches and affiliate offices in Latin America
- Portfolio management team pioneers in managing small cap LatAm (since 2005)
CONTACT
NEW YORK
135 East 57 th. Street, 30 th. Floor, New York, N.Y. 10022.
Tel: +1-212-355 7630 Fax: +1 212 355 2015