Proprietary analytics based research is the foundation of our investment approach. 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 has consistently evolved with the changing global economy. Today, the firm’s investment reach goes beyond real estate from active equity strategies to investment stewardship for family offices and sovereign investment funds. Fixed income pathways and liquidity solution products along with real estate private market investments round out or portfolio. It is this diversified but concentrated investment focus that allows the firm to generate stable returns in both upward and downward markets.
We take a conservative view in our investment pathways – seeking to discover market arbitrage, exploit those opportunities by delivering value to the market, and being vigilant of shifts in the market. 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. Alternative asset class specialization is our differentiating factor from other private equity firms.
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 philosophy, and that is what allows us to post gains year after year. We view “challenges” in the economy as an opportunity to find market arbitrage. It is the combination of our depth of intellectual capital coupled with our decades of experience that allow us to deliver risk-adjusted alpha returns on a consistent and sustainable basis.