Your assets. Our strategy.
A concentrated, actively managed public-equity strategy implemented through separately managed accounts, holding 6–12 companies with investment horizons of 3–36 months.
Concentrated by design. Active by necessity.
We build focused portfolios around our highest-conviction ideas and actively manage positions as fundamentals, catalysts and valuation evolve.
A focused strategy for qualified investors.
The strategy is designed for investors comfortable with concentrated equity exposure, active portfolio management and a 3–36 month investment horizon.
Investor InquiryIdentify Change
Find businesses where corporate change, fundamental inflections or identifiable catalysts may alter earnings power, expectations or perceived value.
Underwrite the Opportunity
Define the thesis, valuation, catalyst path, downside and what evidence would confirm or invalidate the investment case.
Concentrate Capital
Build a focused portfolio of approximately 6–12 companies rather than dilute conviction across a large number of positions.
Manage Actively
Adjust exposure as fundamentals, catalysts, valuation and the risk/reward change over the expected 3–36 month holding period.
From first conversation to active management.
The process is straightforward and designed to determine fit before any account is opened.
Initial Conversation
Discuss investment objectives, experience, liquidity needs, time horizon and whether the strategy may be appropriate.
Review & Qualification
Confirm applicable investor eligibility, suitability and account requirements, and review the strategy, risks, fees and advisory documents.
Open Your Account
Open your separately managed account at Charles Schwab or Interactive Brokers, where your assets remain held in your name while Bustamante & Co. manages the portfolio.
Fund & Begin Management
Once the account is funded and documentation is complete, Bustamante & Co. begins implementing the portfolio under discretionary authority.