Kaan Capital
  • Azimut Kaan (Esp)
  • Azimut KAAN (ENG)
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    • Azimut Kaan (Esp)
    • Azimut KAAN (ENG)
Kaan Capital
  • Azimut Kaan (Esp)
  • Azimut KAAN (ENG)

Asset management firm specializing in Mexican equities, established in 2019 and registered with the CNBV as an investment advisor - No. 30137. In 2021, partnered with Azimut Group.


Founding partners add up to 50 years of combined experience, having led teams in Research, Asset Management and Institutional Sales.

Azimut Group

WHAT WE DO

ACTIVE VALUE INVESTING

 At AZIMUT KAAN we have a bottoms up investing style, that involves looking for good companies run by diligent  managers, with sound business models and predictable  earnings, whose stock is trading at a discount to  its true worth.   

ALFA GENERATION

We have been managing Mexican equites for over 15 years with a solid track record that highlights strong alfa generation through-out the years

GOALS

Advise our clients in the management of their assets in a professional, comprehensive and personalized way, always seeking investment in the highest quality assets to obtain superior returns with  adequate risk

WHO WE ARE

JOSE FIERRO

ALBERTO RODRIGUEZ

ALBERTO RODRIGUEZ

Before founding KAAN Capital, Jose Fierro worked 21 years in GBM, one of Mexico’s leading financial institutions. He spent 11 years as Portfolio Manager of GBM’s equity mutual funds and mandates. During his tenure GBMs funds were recognized among the best in the industry outperforming the Mexican Bolsa by a wide margin, he also managed eq

Before founding KAAN Capital, Jose Fierro worked 21 years in GBM, one of Mexico’s leading financial institutions. He spent 11 years as Portfolio Manager of GBM’s equity mutual funds and mandates. During his tenure GBMs funds were recognized among the best in the industry outperforming the Mexican Bolsa by a wide margin, he also managed equities for international funds, local  sovereign institutions, international sovereign wealth funds and pension plans.

Jose joined GBM in 1998; he began his career in Research where he was the senior analyst for the mining sector, developing fundamental models for those companies. In 2000, he was appointed Head Economist and Strategist. In 2004, he was named Head of Institutional Investments at GBM, where he was responsible for the investments of some of the largest pension funds among Mexican companies.

ALBERTO RODRIGUEZ

ALBERTO RODRIGUEZ

ALBERTO RODRIGUEZ

Alberto is co-founder of KAAN Capital. Prior to starting KAAN Capital, he spent 22 years in GBM, Mexico´s leading Broker and most recognized “Equities Boutique”. From 2008 to 2019 he headed the Institutional and International Sales team, broadening GBM’s client portfolio as well as their geographical footprint. During the previous 10 year

Alberto is co-founder of KAAN Capital. Prior to starting KAAN Capital, he spent 22 years in GBM, Mexico´s leading Broker and most recognized “Equities Boutique”. From 2008 to 2019 he headed the Institutional and International Sales team, broadening GBM’s client portfolio as well as their geographical footprint. During the previous 10 years, Alberto held different roles in GBM´s Research department. He led the growth of the equity research team from 6 to over 25 analysts and had an important role in the implementation of GBM’s value investing approach throughout the firm. Prior to joining GBM, he spent 6 years in Valores Bursatiles de Mexico as an Equity Analyst. Alberto’s 28+ years in the Mexican Equity Market has granted him profound knowledge and expertise on Mexican companies and their management teams, as well as an extended network of local and international asset managers.

STRATEGY

RESEARCH DRIVEN

Research is where we started, where we spent most of our careers and it is in our DNA. As a pillar to our  investment strategy we understand that to have superior long-term returns, we must analyze information better and to do so we must know the companies better, we must know management teams better and we must be able to build better models.

BENCHMARK AGNOSTIC

  Our investment approach is bottom-up, research driven and benchmark agnostic. We believe that the way to outperform the market is invest in high-conviction stocks that offer a higher return than some of those included in the Index. Successful stock-picking means having the courage of our convictions.

LONG TERM (BUY-HOLD) STRATEGY

    

We consider ourselves long term investors. 

We have a 3 to 5-year view with low turnover focus.

FOR MORE INFORMATION

Connect Us

CONTACT US

 jfierro@kaancapital.com.mx                     arodriguez@kaancapital.com.mx  

AZIMUT KAAN ASESORES EN INVERSIONES

Juan Salvador Agraz 97 "E-4", 05348 Mexico City, Mexico City, Mexico

Tel: +(52) 55 8525 3604

Downloads

in Spanish

Guía de Servicios de Inversión Azimut Kaan (pdf)

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Avisos de Privacidad Azimut Kaan (pdf)

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Ley del Mercado de Valores (pdf)

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