We Are Distinctive
OTG Asset Management LTD invests in growing companies that may be largely undiscovered by the average investor.
We find value through our regional network and leverage our U.S., Europe, and Latin American relationships.
Our portfolios have significant investment/cash flexibility.
Strong, on-the-ground investment team
OTG Asset Management LTD is a boutique investment advisor based in Latin America. Our investment team and network are all located in South America and are comprised of business leaders who were born and raised in the region with a combined financial industry experience of more than 100 years. We offer:
- Extensive fundamental knowledge and investment experience managing capital and risk through multiple market cycles in Latin America.
- Comprehensive knowledge of the cultural political, social and financial climate of the region in which we invest because we are deeply immersed in the history and culture of the region.
- Access to an established network of local experts and security analysts throughout Latin America who give us insight into the challenges and opportunities to be found here.
- Investment options for investors in the U.S. through OTG Latin America Fund, a mutual fund, Non-U.S investors through OTG Cayman Latin America Fund, a private offering, and through separately managed accounts available to Non-U.S. investors.
Our Investment Philosophy
We believe that Latin America is a region with potential for promising growth, mainly due to market inefficiencies and largely undiscovered opportunities.
Our Investment Process
- We begin with a macroeconomic overview to identify countries, sectors and industries we believe offer opportunities.
- We then apply fundamental and technical analysis, coupled with visiting with regional and local networks, to identify the securities in each country we intend to include.
- We gather information from our local strategic alliances and exchange ideas with experts and specialists in the local market, which may lead to additional opportunities.
Risk Management
Portfolio hedges, position level stop-loss, equity shorts and use of equity options for income (covered calls1) and hedging (puts2) are used to mitigate risk and volatility. Positions may be quickly increased or decreased to address both security and macro risk factors.
1 Covered call: Financial transaction in which the investor selling call options owns an equivalent amount of the underlying security.
2 Put: A contract giving the put option buyer the right but not the obligation to sell or sell short a specified amount of an underlying security at a predetermined price within a specified timeframe.
2 Put: A contract giving the put option buyer the right but not the obligation to sell or sell short a specified amount of an underlying security at a predetermined price within a specified timeframe.
A Fundamental/Global Macro Approach is Our Core Strength
