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Alternative Market Briefing

Armada Capital Pan-Latin Long/Short Equity Fund posts strong first half 2012

Monday, July 23, 2012

Bailey McCann, Opalesque, New York:

Armada Capital has been an independent investment advisor managing Latin American investment portfolios since 2008. The firm was founded as a joint venture between Alejandro Rojas and ING Alternative Asset Management. In 2012, ING exited its Latin American businesses and the firm. Now, Armada is wholly independent and managed by Rojas and Eric Anderson who was originally responsible for establishing the joint venture for ING and has since left the company to act as co-Portfolio Manager with Rojas.

Together, both men have nearly 40 years of experience working with Latin American hedge funds, mutual funds and the investor community throughout the region. Rojas managed the Maya Capital Latin America Hedge fund in 2006 and later merged it with Armada. Anderson served as the CIO of ING IM Latin America where he was responsible for some $70bn in multi-asset portfolios across the region. I spoke with Anderson about the firm and the fund.

Armada takes a fundamental, value oriented approach to evaluating a universe of over 300 Latin American equities, looking at macro, political and business momentum factors to determine investment positions. Armada is unique in that it is Mexico rather than Brazil based and is highly focused on value discovery in the less covered mid and small cap parts of the market.

"We see a lot of potential for growth among the local pension funds in Mexico, Chile, Peru and Colombia," Anderson says. "Pension f......................

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