About our firm
AZTLAN Equity Management, LLC
Our Goal
Is to invite a small set of like-minded investors to invest along with us in our unique International SMID and other tailor-made strategies to compound capital at high rates over time.
Firm AUM: $290M (as of 12/31/2023)
100% employee owned. All employees are partners or set to become partners over time.
Founded in 2016
- U.S.-based firm with a presence in Mexico, Argentina, and Hong Kong.
- 4 actively managed strategies, 2 ETFs. With these 6 building blocks Aztlan builds unique individual strategies for any risk-return profile.
- Differentiated investment process incorporating quantitative and fundamental analyses.
- Buy-and-hold, concentrated yet diversified, long-only stock picking strategies seeking long-term capital appreciation.
- Experienced team with strong analytical foundation and complementary skills, including expertise in public and private markets. 100% of partners liquid assets managed by Aztlan.
- Where does the art piece come into play? We are creative thinkers that develop and implement unique investment strategy solutions designed to the specific needs of our clients. Our CIO is a formally trained painter who aims to bring a sense of beauty, composition, and balance to our portfolios.
Our firm manages four individual investment strategies
Aztlan Actively Managed Strategies
Aztlan International SMID – Developed Markets X USA
Aztlan’s flagship strategy – a highly concentrated but adequately diversified selection of 20 of the best small and midcap international companies, selected across Canada, Western Europe, Japan, Australia and New Zealand based on free cash flow and earnings growth prospects that are superior to that of the average company within the benchmark, the MSCI World SMID Ex US Net.
AZTLAN Global SMID Cap Strategy – Developed Markets
The Developed Markets SMID Cap Strategy seeks to invest in small and mid-cap stocks (including US-based companies) considered to have high free cash flow and earnings growth prospects that are superior to that of the average company within the benchmark, the MSCI World SMID Net (USD).
AZTLAN Global Large Cap Strategy – Developed Markets
The Developed Markets Large Cap Strategy seeks to invest in large-capitalization US and international stocks considered to have high free cash flow and earnings growth prospects that are superior to that of the average company within the benchmark, the 50% S&P 500 & 50% NASDAQ Net. The MSCI World Index is a secondary benchmark for this strategy.
AZTLAN Active Fixed Income Strategy – Developed Markets
The Aztlan Global DM Active Fixed Income strategy is designed for a more conservative investment profile that is more focused on capital preservation. The strategy seeks to invest in a well-diversified basket of carefully selected US-based fixed income instruments including but not limited to US sovereign and corporate fixed income ETFs.
AZTLAN ETFs
AZTD
Aztlan Global Stock Selection DM SMID ETF
Aztlan´s rules-based, concentrated, long-only NYSE-listed ETF that selects the best-ranked SMID stocks across global developed markets based on fundamentals as described in the Solactive Aztlan SMID Cap Index Guidelines.
NRSH
North America Nearshoring Stock Selection ETF
The AZTLAN North America Nearshoring ETF invests in companies that are enablers or benefit directly from relocating value chains to the North American region. The first-ever investment strategy focused on the Nearshoring secular trend in North America that combines stocks in Mexico, the USA, and Canada.
Global Small and MId Cap Specialists
The Aztlan View
Investment team
Aztlan Investment
Management Team
Aztlan
Timeline
Our Name
Aztlan means place of heron in Nahuatl.
Aztlan was the mythical place of origin of the Aztecs; the word conveyed the idea and meaning of a place of clarity and purity.
