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SEASONED
PORTFOLIO MANAGERS
WORKING TOGETHER TO MAKE A DIFFERENCE
IDENTIFYING YOUR GOALS
Our investment process begins with an analysis of your needs and goals. A profile is developed that highlights your investment objectives as the foundation for a long-range investment strategy.
We provide access to insights from our experts and advice that is understandable, transparent, relevant, and actionable.
We will assist you in weighting of various asset categories as well as diversification of holdings to reduce risk and increase the security of your portfolio based on your risk profile. Ones established, we will work together with you to define a tailored investment plan.
PARTNERING
Through a careful evaluation and due diligence process that screens a broad array of global investment opportunities, Cruz Capital Management LP manages portfolios with an investment objective centered on achieving long-term capital appreciation while limiting liquidity and volatility risk.
We believe in partnering with you and getting to know you so we can work together on your terms.
RESPONSIBLE INVESTING
Responsible Investing and Impact Investing fundamentally changed the way of thinking in the investment industry.
We believe responsible investing helps to pinpoint risk, and may improve returns over the longer term.
For us, responsible investing is about making sure we take environmental, social and governance factors into account.
PORTFOLIO MONITORING
We concentrate on actively managing and trading client portfolios through a wide range of asset classes, investment styles and strategies, sectors, geographic regions and other investment companies or vehicles in order to achieve the investment objectives.
Your portfolio will be monitored on an ongoing basis to ensure that it remains on track to achieve the investment goals and objectives.
RISK MANAGEMENT
Highly disciplined proactive risk management and risk budgeting are essential to our entire investment process. Dedicated risk managers interact with the Portfolio Management team to analyze each trade before it is implemented.
In addition to calculating and tracking traditional industry-wide measures of portfolio risk and risk efficiency, the nature of our investments and frequency of underlying performance updates dictate a customized risk management approach.
This includes setting a risk budget, measuring its utilization and stress testing portfolios. Our risk management process gives our team greater insight into the sources of portfolio risk, helping us to identify the risk-based factors that ultimately drive performance based on our market view.
© 2014 - 2023 Cruz Capital ®™ | New York | USA | All Rights Reserved
The material on this website has been prepared by Cruz Capital Management L.P. and is for general information only and is intended for institutional and qualified accredited investors as well as professional clients (as defined by local laws and regulation) it should not be considered a comprehensive statement on any matter and should not be relied upon as such. The material on this website may not necessarily represent views expressed or reflected in other communications, strategies or funds and is not intended to constitute any offer to sell or an invitation or solicitation of an offer to buy any product or service and must not be relied upon in connection with any investment decision.
Products and services referred to on this website are subject to possible legal and regulatory restrictions, including possible restrictions limiting participation to professional and/or other categories. Products and services may not be available in all jurisdictions.
Nothing in this website should be construed as investment, tax, legal or other advice. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up. All investments involve risk.
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