At Laguna Capital, our managed accounts combine the independence of direct asset ownership with the expertise of professional portfolio management.
Clients maintain their brokerage accounts—whether at Interactive Brokers, GBM, or the platform of their choice—while granting us a mandate to design portfolios and execute trades on their behalf. This structure ensures clarity, control, and the confidence that every decision is made in alignment with your objectives.ce.
Available in Mexico and the United States, this service is designed for retail investors, institutions, corporations, and family offices seeking tailored strategies. We offer four portfolio tracks, each reflecting a distinct investor profile:
Designed for stability, focused on capital preservation and consistent long-term compounding.
Balances resilience with selective growth, blending defensive positions and strategic opportunities.
A concentrated portfolio built around our strongest ideas, investing only in companies with solid fundamentals and management teams demonstrably aligned with shareholders.
A forward-looking strategy that captures the winners of the AI investment cycle. Vertex goes beyond big tech to include the broader ecosystem—construction firms, data centers, semiconductors, energy providers, and industrial players—that will power and benefit from massive AI-related capital expenditure.
Each track offers a unique path to wealth creation, but all are guided by the same principles of innovation, disciplined risk management, and long-term value creation that define our hedge fund strategy.
We invest globally with conviction and a long-term perspective, integrating proprietary AI models to elevate the depth, precision, and efficiency of our fundamental analysis. This refined approach enhances our ability to identify long-term value overlooked by others and to consistently pursue the highest risk-adjusted returns.
We invest globally with conviction and a long-term perspective, integrating proprietary AI models to elevate the depth, precision, and efficiency of our fundamental analysis. This refined approach enhances our ability to identify long-term value overlooked by others and to consistently pursue the highest risk-adjusted returns.