AmeriTree is a high conviction investment strategy focused on corporate equities and bonds across the Americas, combining deep market insight with advanced data analytics to optimize risk-reward return.
Allocation is dynamic and actively managed based on interest rates, market valuations, and volatility.
The portfolio captures yield from a diversified bond sleeve, while equities are traded actively to enhance return.
The approach targets companies with competitive advantages, secular growth trends, high ROIC, and strong income generation — especially across financials, IT, consumer, energy, and materials.
AmeriTree has a strong bias toward Latin America due to long term experience research edge and market access.
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