Moneda is an EM specialist asset manager in the credit and equities space who has consistently outperformed the market for almost 30 years. Moneda consummated a Merger with Patria Investments in early 2021, creating the leading Alternative investment platform for Latin America with undisputed #1 position in Private Equity, Credit and Infrastructure, and total assets over US$25bn.
The company implements a long term, fundamentally driven investment philosophy allocating across the capital structure of companies and managing both, Credit and Equity products through separate vehicles/mandates tailored for their client’s needs in varied jurisdictions. The investment style is agnostic in terms of countries, sectors and benchmark and aimed at maximising Alpha. Due to the idiosyncrasies of investing in Latin America, ESG is not optional. For that reason, Moneda became the first PRI signatory in Chile and has a seat on the PRI Advisory Committee on Credit Risk and Ratings.
Moneda’s client base is almost purely institutional with a long-term focus which is key to aligning the markets, products, investment professionals and investors. Moneda’s team is one of the largest and most experienced in the region, there has been zero Portfolio Manager turnover in any of the strategies since inception providing undisputed experience across the region in terms of companies, sectors, and market cycles. Most key employees are partners in the firm or have long term incentive plans to ensure retention and development of knowledge and experience to ensure continuity to the vehicles the firm manages.