an alternative world of investment possibilities Investing in Alternative Asset Classes an alternative world of investment possibilities Investing in Alternative Asset Classes

Expertise Across Multiple Disciplines

Private equity has evolved since its early days of leveraged buyouts. Today, the private equity spectrum spans numerous strategies with varying levels of sophistication and highly dispersed returns.

Building a successful private equity portfolio requires insight, discipline, and execution precision. Our depth of knowledge of the marketplace across a broad spectrum of asset classes and disciplines provides us with an ever-constant pipeline of opportunities.

Guided by our conviction that responsible investing is the best way to build wealth, we’ve avoided high-risk investment pathways and have purposefully elected to pursue a more conservative and selective portfolio of investment strategies.

As of July 15, 2022

In today’s ever changing global economy, resilience is all about being able to overcome the unexpected.

From the 2000 bubble, the 2008 financial crisis, the COVID-19 pandemic, and the Ukraine/Russia conflict – our innovative approach to investing has allowed us to not only survive but to thrive.

Active Management Across Asset Classes

You can’t change the direction of the wind, but you can adjust your sails to capture market opportunities. That’s the foundation of active management. Investing in pathways that are commonly available, there is no point of differentiation and one is a hostage to the market.

Our investment pathways, while broad, are uniquely focused on capturing market arbitrage.

From active equity, fixed income, liquidity solutions, private markets, and investment stewardship – each of these investment pathways provides a source of market advantage and investment pathway differentiation.

Intellectual Capital

Bernardo Mendía-Alcaraz, as the Managing Partner of Toltec Capital, leads a diverse team of private equity professionals and analysts in both the San Francisco and Mexico City offices. With academic credentials in public policy from the Goldman School of Public Policy at the University of California at Berkeley and over two decades of experience in asset management, Bernardo brings an innovative analytical approach to investing across various asset classes. It is that “outside the box” thinking that has allowed the firm to evolve and prosper over its twenty-three year history.