Investment Management
Heredia Capital
At Heredia Capital, our investment philosophy stems from an unwavering commitment to preserve and grow family wealth across generations. We maintain complete independence in our thinking and decision-making, ensuring our select families’ interests remain our sole focus.
Investment Approach
The preservation of family wealth demands careful analysis and disciplined execution. Our investment decisions emerge from thorough internal research, free from external pressures or conventional thinking. This independence, combined with our boutique scale, allows us to be both selective and nimble in our approach.
Portfolio Construction
We build portfolios that reflect each client’s unique circumstances while maintaining our core principle of capital preservation. Our deep understanding of Chilean wealth structures allows us to navigate both local opportunities and international markets effectively. Each investment decision receives direct partner attention, ensuring thorough evaluation and precise execution.
Risk Management
Understanding that our clients’ wealth represents generations of achievement, we approach risk management with particular care. Our framework considers not only traditional market risks but also the specific challenges facing Chilean private wealth, including currency exposure, political dynamics, and cross-border considerations.
Implementation
The focused nature of our practice ensures meticulous attention to execution:
Direct partner involvement in all investment decisions
Swift action when opportunities arise
Careful position sizing and portfolio rebalancing
Regular, in-depth portfolio reviews
Clear, concise reporting focused on what matters
Market Opportunities
Our position as a boutique Chilean family office provides unique insights into both local and international opportunities. We maintain strong relationships with leading global investment partners while leveraging our intimate understanding of regional markets. This combination allows us to identify opportunities that larger institutions might overlook or find inaccessible.
Read More
Employing a selective approach, we participate in transactions that align with our families’ long-term objectives while preserving capital:
Private Market Access
In 2023, we facilitated direct investment opportunities in Chile’s growing technology sector, where our boutique scale allowed families to access deals typically unavailable to larger institutions.
Conservation Finance
Our families participate in significant environmental initiatives, like the landmark Conserva Puchegüín campaign, supporting the protection of 133,000 hectares of pristine Patagonian wilderness.
Regional Development
Through carefully structured vehicles, we enabled participation in Chile’s evolving real estate market, focusing on projects that combine preservation of family wealth with meaningful community impact.
Through this disciplined approach, we help our select clients navigate complex market environments while maintaining the discretion and sophistication that defines Heredia Capital. To learn more about partnerships and opportunities with our firm, please reach out to a member of our team.