Our process analyzes the relevant political, legal, technical, and economic risk factors of each investment opportunity. We use comprehensive risk analysis on our portfolios with the aim of minimizing drawdowns.
Our approach seeks to provide positive and uncorrelated long-term returns through active management in a historically volatile asset class. H3’s portfolios benefit from over 20 years of development and integration of trading, settlement, technology, and risk management within one firm.
Core Investment Competencies
Investing in sovereign and quasi-sovereign fixed income opportunities, including those that have a complex political or credit story.
Investing in interest rates and currencies across emerging markets, using local currency government bonds, bills, or derivatives.
Investing in non-government related corporate credit opportunities within emerging markets.
Investing in scalable asset backed lending platforms targeting SMEs and consumers in Latin America, CEEMEA, and India.
The investment lenses constitute the essential components of our fundamental research process, and together they inform our investment decisions. Environmental, Social, and Governmental (“ESG”) factors and attendant ESG risks are also assessed by the firm at the research level.
Portfolio Construction Process
Identifying countries, regions, and investible securities of interest.
Fundamental analytical review, legal research, frequent travel to target countries, and use of local advisors.
Analyze all opportunities including sizing and hedging of individual positions and portfolio themes.
Review of market developments and portfolio hedges, involving all relevant portfolio managers and research analysts.
Three Investment Strategies
Strategic and tactical asset allocation, investing in the broadest range of investment products.
Strategic asset allocation in predominately long-only investments, aiming to outperform emerging market bond indices.
Private credit investments with a multi-year investment horizon.
Opportunistic and tailored strategies are also offered to meet specific needs of institutional investors.
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H3 Capital Management LLC is a llc company incorporated in United States with company number ########.
Our registered address 9171 Wilshire Boulevard, Suite 500, Beverly Hills, CA 90210
