ITESM CEM – Sociedad Inversora México

What is your investment strategy? In simple terms describe your investment approach.

Sociedad Inversora México’s Investment Strategy is meant to outperform the benchmark index, the S&P 500. In order to achieve this the fund will be divided in three: Passive (30%-45%), Cash (market thrived) and Active Portfolio. The percentage of each Portfolio will depend in the trend and the actual situation of the market and each will be compounded by instruments such as ETFs and furthermore, the Active Portfolio will be determined by a security selection, weighting and timing.

What do you think about the markets now?

Sociedad Inversora México believes that although we are facing markets full of uncertainty, they are having a strong bullish period which positions us in a growing bubble waiting to explode and possibly undergo a crisis. Furthermore, the negotiation of treaties and other imperative decisions of unpredictable authorities in power, makes the markets withhold precocious positions.

What do you think will drive the markets in the near future?
Sociedad Inversora México believes that markets’ correction is needed and after doing so, they will go up again following the enduring stock exchange rising trend. Nonetheless, we expect bullish markets, as innovation in the technology industry will continue to drive the market up. As for the political aspect, it is imperative to remain informed as of how the global situation is taking place, knowing nothing is certain.
Can you tell us more about the team members and what are their background? Include licenses, certifications and other credentials.
Sociedad Inversora México’s team members are currently pursuing a B.A. in Finance Management in Mexico’s top University Tecnológico de Monterrey, Campus Estado de México and CFA Charter Holder Certificates. The team holds in their entirety, AMIB licenses in Investment Advisory, demanded in México to operate the market.
What do you think about the Peeptrade University Challenge?
Sociedad Inversora México believes the Peeptrade University Challenge will be enriching for their Asset Management and trading knowledge as well as their foreign market knowledge, stepping outside of their comfort zone and thriving in new investment strategies.

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