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Doing the right thing for our clients is our most important responsibility.
Our goal is to provide them with our best investment ideas and expertise:
We collaborate with our clients to help them grow and protect their assets
We use our expertise in connecting the developed and developing world to provide them with sustainable investment opportunities across multiple asset classes and capabilities.
As we aim to achieve sustainable solutions for our clients, we have fully integrated responsible investment within our investment culture and process. In our investment process, Environmental Social Governance (ESG) analysis is incorporated alongside financial analysis to quantify a company’s potential risks and returns over the longer-term.
Our investment process is characterised by structure and discipline, implemented with skill by empowered and accountable teams of portfolio managers and analysts.
Our investment framework is rigorous and repeatable:
Discipline, not fashion: Markets are cyclical, our approach is not
Research and technology-driven: We harness the strengths of our intellectual capital with proprietary research and technologies
Risk-focused approach: Our clients value our capacity to identify, quantify and manage risk across all its dimensions
Structured but not dogmatic: Our clearly-articulated process promotes cohesiveness, consistency and constant improvement
Integrated talent: Our approach is grounded in a common philosophy and shared values
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Terms and conditions
This Site is intended for Individual Investors in Mexico only.
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I have read and accept the terms and wish to continue into this site. I confirm that I am an individual investor based in Mexico.