Investing
Investing Philosophy
Hispanic Capital Group seeks to outperform the market over a long period by investing in companies at material discounts to their intrinsic value while opportunistically shorting.
To become a portfolio company, a business must meet our top-down systematic criteria, be identified as a high-quality company through a bottom-up fundamental analysis, and be trading at a discount relative to its intrinsic long-term value.
Long Strategy
Our strategy will focus on identifying companies that have great growth potential, durable competitive advantages, excellent management teams, and attractive valuations.
Short Strategy
Short investment will require a higher degree of research, and will have to meet many specific requirements.
Hedging Strategy
2%-3% of the portfolio will remain uninvested and will be hedged during periods of high volatility or uncertainty using a variety of techniques.
