Our Competencies
Independent, Experienced Senior Officers and Committed Young Professionals
Competitive advantages to our strategy
  • "PAM" is a Mexican independent investment Advisor registered under Mexico’s National Banking and Securities Commission (CNBV), with registration number 30018-001-(5365)- 18/12/2015, dated December 18, 2015, as per the Articles 225 and 226 of the Securities Market Law.
  • PAM is a U.S.A. registered investment advisor under section 203 of the Investment Advisers Act of 1940, with registration number 801-62108 dated June 4, 2003.
  • +15 year track record as an independent portfolio management firm
  • Extensive fundamental analysis
  • Well-informed opinion on sectorial and macro top down analysis ( macro, forex, interest rates, & yield curve )
  • Code of Ethics, Pre-clearance, Best Execution Report, and Best Sales Practices, Cybersecurity & Privacy policy

Independent Board of Directors
Solid organizational Structure
Portfolio Management
  • Corporate Governance
  • M&A
  • Private Equity
  • Financial Strategies in Corporate Finance
  • Project Analysis
  • Financial & Accounting Operations
  • Operations in commodities
  • Human Resources
  • Operational infrastructure with a proprietary portfolio management system and individual accounts
  • Trading and operating follow-up
  • International and domestic clearing
  • Alternative office in Cuernavaca
  • Solid in-house information storage systems
  • Daily e-mail support
  • Cybersecurity policies
  • Private and confidential policy
  • Independent Advisory Service
  • Proprietary systematic and disciplined Model for the process of investment portfolios.
  • Portfolio Managers in equities and debt
  • Investment Philosophy
  • Implementation of Investment Strategies
  • Investment Committee

Fundamental Analysis
Client Reporting
  • Valuation Models for Equities and Debt
  • Independent in-house Fundamental & macroeconomic analysis
  • Proprietary Quarterly Financial Book with +5-year of data bases.
  • Proprietary Buy & Sell ranking Methodology
  • Documentation of Investment Thesis for buy and sell decisions
  • Decision making biopsy
  • weekly, monthly, quarterly and annual
  • Financial and macroeconomic
  • Weekly economic, financials and politics reports
  • Monthly Economic Reports
  • Quarterly reports
  • Semiannual and Annual reports
  • Quarterly and annual account statements
  • Reports based on U.S.A and Mexican regulations
  • Customized performance reports in Spanish and English
  • Monitoring and settlement of operations with local and international intermediaries
  • Elaboration of Account statements
  • Consolidation of local and international accounts
  • Solid risk management
  • Documentation for every transactions
  • Code of Ethics Compliance with Mexican and U.S. standards
  • Pre-clearance rules for PAM´s employees Best execution reports
  • Experience in best Sales Practices

Independent, Experienced Senior Officers and Committed Young Professionals

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