Latin America

In 2010, NCH Capital made the strategic decision to direct the entrepreneurial vision and deep-value philosophy of its founding partners toward Latin America. The NCH Latin America office in Rio de Janeiro is a natural extension of our longstanding participation in emerging markets and our belief in the unique opportunities they offer. Following three years of successful incubation with the private capital of the NCH founders, the NCH LatAm Fund (long-biased equity) was opened to outside capital on January 1, 2014.

NCH Latin America office is led by James Gulbrandsen, Partner and Chief Investment Officer. Jim’s team of six professionals manages mostly proprietary capital at present. The seasoned investment and operations teams are part of the fabric of the local business community and are based in Rio de Janeiro, with the full support of the NCH infrastructure in New York.

The NCH LatAm Fund invests exclusively in Latin American equities, with current allocations to Brazil, Mexico, Chile, Colombia and Peru; we actively research other LatAm markets where compelling inefficiencies may prevail. Our team conducts intensive primary research, with the goal of developing high conviction ideas to be matched with commensurate portfolio concentration. We believe value is created when we can identify three important characteristics in a company i.e.: actual growth expectations, long term balance sheet returns, and perceived vs. actual risk.

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