Independent Asset Management Company
Fundamenta is an independent Asset Management Company founded by a group of successful investment professionals that have known each other and have invested in Emerging Markets for over 20 years.
Fundamenta funds are managed by Emerging Markets specialists with localized knowledge and presence in Latin America. The investment team has over 150 years of cumulative Emerging Markets investment experience.
We aim at delivering consistent risk-adjusted returns for our investors using a rigorous research framework with a deep understanding of fundamentals.
We believe that managing only high-conviction mandates, which require a permanent allocation of the partner’s personal wealth, best aligns incentives with investor.
manages two strategies
Fundamenta Flagship Fund
Fundamenta launched its Flagship Fund in September 2017 to allocate capital in Latin American equities and fixed income instruments through a flexible long-biased strategy. The fund seeks double-digit returns in USD, with a disciplined framework to manage volatility and protect capital.
Latin America is composed by a mosaic of countries with pendular political and macro cycles and the absence of a permanent active investor base in domestic equity markets. This combination provides fertile ground to capture an ever-renewing pool of valuation dislocations, with a diversified set of risk factors.
Fundamenta Fixed Income Fund
Having exited the zero-rates era, the new global framework of higher r* paved the way for Fundamenta to launch a fixed income strategy in March 2023.
The fund seeks double-digit returns in USD through a rigorous framework to detect drivers of performance in EM sovereign and corporate bonds. Fundamenta is uniquely positioned to generate value with its top-down and bottom-up research resources and local knowledge.