Everest Capital is an opportunistic manager that pursues capital appreciation across a global investment spectrum. We invest principally in equities, but may also invest across other asset classes such as currencies, commodities and debt to exploit secular and cyclical trends, growth opportunities, valuation inefficiencies and themes that are misunderstood or otherwise out of favor in developed, emerging, Asian and frontier markets.
Everest Capital’s process is driven by an intensive research framework backed by over 20 years of global market investment perspective, which allow us to better determine risks, relative valuations and growth rates across markets.
We utilize top-down thematic and bottom-up fundamental approaches to portfolio construction. The Investment Committee assesses macro financial, political and social factors to identify themes with superior growth prospects. Quantitative and qualitative analysis from our regional research teams support the development of these themes. Fundamental, on-the-ground work conducted by our regional research analysts identifies the optimal securities and instruments to capture themes and specific investment opportunities.
Everest Capital’s investment strategies operate under a set of guidelines that mitigate risk in the portfolio by focusing on liquidity and managing position sizes and overall portfolio concentrations. The guidelines are monitored in real time and enforced independently by the Risk Management team.