We are a boutique investment advisor rooted in South America. We are comprised of business leaders who were born and raised in the region, with combined financial industry expertise and a proven successful track record. 
We offer:
• In-depth knowledge and experience in managing capital and risk across multiple market cycles in LATAM
• Comprehensive understanding of the region's cultural, political, social, and financial climates due to our deep immersion in its history and culture.
• Access to an established network of local experts and security analysts throughout LATAM and the US, providing insights into the unique challenges and opportunities present in those locations.
• Investment options for U.S. investors through the OTG Latin America Fund, a mutual fund, and separately managed accounts for South American investors.
• Private Equity opportunities in Latin America across various sectors.
Our Investment Committee, inclusive of the portfolio manager, regularly reviews investment prospects and portfolio holdings. Their profound ability to evaluate companies, manage capital, and navigate risk through various market cycles in Latin America is backed by an exhaustive understanding of the region's history and culture.

We invest in growing companies that may remain largely undiscovered by the average investor. We leverage our regional network and relationships in New York and Latin America to unearth value, while our portfolios maintain significant investment/cash flexibility.
Our investment philosophy is simple: We see Latin America as a region brimming with growth potential, primarily due to market inefficiencies and largely undiscovered opportunities.


The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

OTG Asset Management

Org chart

Teams

Offices