Renato Ometto

Provides investment advice

Explora seeks to produce superior, risk-adjusted returns over the long-term. The firm focuses on fundamental bottom-up research-driven investing in pan-Latin American public equities. They aim to construct a portfolio of good companies with an asymmetric return by demanding a wide margin of safety and meaningful upside optionality.

Ospraie Management focuses on directional investing in basic industry and agricultural equities and commodities globally. The firm relies significantly upon fundamental research in selecting and monitoring commodities investments. In doing so, they seek to determine microeconomic imbalances or inevitabilities that will drive a commodity’s price over a medium or long-term cycle.

Provides investment advice

Ospraie Management focuses on directional investing in basic industry equities and commodities on a global basis. The firm relies on fundamental research to select and monitor commodities investments. They seek to determine microeconomic imbalances or inevitabilities that will drive a commodity's price over a medium or long term cycle. Ospraie's research process attempts to incorporate multiple variables that determine the end price of a commodity, including, but not limited to, the available supply of the commodity and the cost of production including extracting or harvesting, transporting, processing and distributing such commodity. It also incorporates current and projected demand for the commodity based on relative and absolute price levels and global economic factors. In addition, the relative availability of inventory in respect to a specified commodity to the world markets is factored into Ospraie's analytical model.