Asset Management

The Asset Management companies include robust teams of research analysts, investment managers and advisers, and wealth management professionals working in two offshore Investment Management and Advisory companies and a US-based Investment Adviser. The principal offshore investment manager provides advisory services to non-US clients and sub-advisory services to US based institutional clients and Investment Advisory Firms that are affiliated with the lwPartners Network of Companies, while the US-based Investment Advisor provides Research and Investment Management Services for the proprietary LW Funds Family based in the Caribbean. Another offshore manager also exists that is dedicated to Investment Management for the asset-backed short term fixed income fund and to provide sub-advisory services for clients of the brokerage division.

All together these companies leverage each other's strengths to take advantage of fundamentals driven proprietary research, access to key personnel, active management of investments in the natural resources and mining sector, and bottom-up research driven decision making processes to maximize absolute return from investments in Latin America and the Emerging Markets.

The investment strategies are built around using these strengths to identify investment opportunities for maximizing risk-adjusted returns with low correlation to more traditional asset classes and thereby bolster diversification and upside potential. This provides a framework to discover Alpha through misunderstood, undervalued and under owned companies with significant growth prospects.

The Network brings the full weight of over 30 years of experience investing in this space combined with local presence and strong relationships to bear for the benefit of our clients. The Network is dedicated to these concepts investing significant personal assets, including the fund managers and directors, in the proprietary investment vehicles and products of the Network.


Brokerage

lwPartners Network of Companies facilitates the full range of advisory, investment banking, and brokerage services from the Network's brokerage division in Panama. LW Casa de Valores S.R.L. combines the best of what the network of offices has to offer from extensive experience in origination, structuring and placement of transactions to trading and wealth management services for our clients.

With relationships throughout Latin America that stretch back decades, LW Casa de Valores has an established distribution network which provides access to capital for its clients from institutional investors as well as high net worth individuals that would otherwise not be available. The superb relationships LW Casa de Valores has established with the investment community often means that it is able to place deals privately, enabling the swift and cost-effective raising of funds on behalf of it's clients.

LW Casa de Valores' investment strategies are built around using these strengths to identify investment opportunities for maximizing risk-adjusted returns with low correlation to more traditional asset classes and thereby bolster diversification and upside potential for all of the Network's clients.

These core strengths are complemented by the brokerage services through sales and trading proficiencies that cater to the needs of the affiliated companies of lwPartners to provide capital raising and distribution capabilities as well as extend transactional support, expertise and trading for the asset management, wealth management and corporate finance divisions.


Corporate Finance

lwPartners has a focus on high-yield, value-added transactions for profitable and growing mid-size companies in Latin America and the Emerging Markets. Leveraging the strengths of the lwPartners network, it provides a wide range of products including contract-backed direct loans, Promissory Notes, Euro Medium Term Notes, Private Placements, and public offerings of debt and equity.

The lwPartners network consists of highly experienced and motivated individuals located in strategic markets in the Americas to provide local expertise and access to capital markets for its corporate and institutional clients. The Network facilitates the full range of advisory, investment banking, and brokerage services from origination, structuring and placement of transactions to Trading and Wealth Management. LW Casa de Valores' corporate lending products and services lie at the core of its drive to become the leading financial services company for the underserved segment of middle market corporations across industry sectors in Latin America and the emerging markets.

A proven, established, and efficient approach to fundamentals driven credit analysis allows us the flexibility and expediency to craft innovative solutions to secure integral short term and long term financing solutions for LW Casa de Valores' clients. In turn, lwPartners' network of contacts in the region, gained from over 30 years of experience working together, provides funding sources and opportunities for capital raising that sets us apart as a premier group of financial services companies.