Bocanegra
Asset Management

Fundamental-driven investing with a long-term perspective. Generating sustainable alpha through rigorous analysis and disciplined risk management.

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About

A Foundation Built on Conviction

Bocanegra Asset Management was founded with a singular vision: to deliver exceptional risk-adjusted returns through deep fundamental research and disciplined investment processes.

We believe that thorough analysis, patience, and conviction are the cornerstones of successful investing.

Our approach is rooted in understanding businesses at their core—their competitive advantages, management quality, and long-term value creation potential.

We seek to identify opportunities where the market price diverges significantly from intrinsic value.

Fundamental Focus

Deep, proprietary research drives every investment decision we make.

Long-Term Orientation

We invest with patience, allowing our convictions to compound over time.

Risk Discipline

Rigorous risk management is embedded in our investment process.

Approach

Our Investment Process

A structured, repeatable process that combines rigorous analysis with experienced judgment.

01

Research

Our investment process begins with comprehensive fundamental analysis. We conduct deep-dive research into industries, competitive dynamics, and individual companies to develop differentiated insights.

  • Proprietary fundamental research
  • Direct engagement with management
  • Industry expert network
  • Rigorous financial modeling
02

Risk Management

We view risk management not as a constraint, but as a source of competitive advantage. Our disciplined approach helps protect capital while maintaining exposure to attractive opportunities.

  • Position sizing discipline
  • Portfolio diversification
  • Continuous monitoring
  • Stress testing & scenario analysis
03

Portfolio Construction

We construct portfolios with conviction, concentrating capital in our highest-quality ideas while maintaining appropriate diversification to manage risk.

  • Concentrated, high-conviction positions
  • Risk-adjusted position weighting
  • Dynamic portfolio optimization
  • Correlation awareness
Team

Leadership

An experienced team united by a shared commitment to excellence and delivering results for our investors.

Carlos Bocanegra

Founder & Chief Investment Officer

Over 20 years of investment experience across global equity markets. Previously led investment teams at major institutional investors.

María del Valle

Partner & Portfolio Manager

Extensive experience in fundamental research and portfolio management. Specializes in technology and healthcare sectors.

Andrés Mendoza

Partner & Head of Research

Deep expertise in quantitative and fundamental analysis. Previously analyst at leading investment banks.

Laura Espinoza

Chief Operating Officer

Proven track record in operational excellence and risk management across financial services.

Contact

Get in Touch

For inquiries about our firm or investment opportunities, please reach out using the form below.