Proprietary analytics based research is the foundation of our investment approach, whether it’s real estate or index fund investment pathways. Our intellectual capital is our market differentiator.
Originally started as a real estate investment advisory firm in 1999 and evolving into a stand-alone real estate fund in 2009 as a result of the 2008 financial crisis, Toltec Capital entered the Mexican residential real estate space in 2016 because of the opportunistic opportunities in the marketplace and the absence of competition from institutional investors. In 2018 the firm expanded into index fund investments through a select blend of S&P 500 and NASDAQ Composite based ETFs. Combining real estate and index fund investment pathways gives Toltec Capital a diversified but concentrated investment focus that allows the firm to generate stable returns in both bull and bear markets.
We take a long view in our investment pathways – seeking to discover opportunities, innovate, manage risk, and generate sustainable returns. Our investment philosophy is anchored to the belief that you don’t have to be smarter than the rest, just more disciplined than the rest. Specialization is the secret sauce. Emerging market residential real estate and index fund ETFs asset classes provide the needed diversification and concentration to allow us to realize consistent and sustainable gains.
It has been said that “talent wins games, but teamwork and intelligence wins championships”. We apply that maxim by recruiting exceptionally talented people from a broad range of academic fields – from economics, architecture, finance, engineering, law, and even psychology. Nothing we do is more important than hiring and developing people. We understand that to win in the marketplace; we must first win in the workplace. For us, our greatest asset is the collective intellectual capital of our people.
The ability to consistently think “outside the box” is central to our investment model. We view challenges in the market as opportunities. It is the combination of our depth of intellectual capital, vision, perseverance, and experience of prospering through the 2008 financial crisis that allows us to deliver sustainable risk-adjusted alpha returns today – despite the current covid-19 recession.