How we add value?

• Latin American focus
• Portfolio managers and strategists with local in-depth knowledge and wide network in the region
• Security selection drives alpha generation
  • Bottom up, original and on-the-ground-research
  • Top down views to frame risk
  • Volatility and technicals help entry and exit positions
• High conviction, concentrated portfolios, long-term approach
• Deep small cap equity and high yield credit expertise

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)