Venezuela
Opportunity
A differentiated strategy designed to capture Venezuela’s potential re-rating as economic normalization, renewed capital formation, and broader market participation create opportunities across locally listed assets.
Why Venezuela /
Compelling entry point–Asset valuations remain disconnected from the country’s long-term economic potential.
Broad-based recovery potential–Normalization could benefit multiple sectors across the Venezuelan economy.
Local market expertise–Active management is critical in a market defined by limited institutional participation and evolving liquidity.
Strategy /
The strategy provides active exposure to Venezuelan listed assets positioned to benefit from economic normalization, renewed capital flows, and a potential market re-rating.
The portfolio is constructed across sectors, allowing capital to move toward the most compelling opportunities as market conditions evolve.