Former Ashmore Equities portfolio manager retains Havener Capital Partners
[McLean, VA] – Investment management boutique AZTLAN Equity Management, LLC (“AZTLAN”) and third-party sales and marketing agency Havener Capital Partners (“Havener”) are excited to announce a marketing partnership.
AZTLAN was founded in 2016 by Alejandro H. Garza, a 27-year veteran of investment management and finance and former global equity analyst, portfolio manager, and director of equity research at Ashmore Equities US LLC. Believing there is a better way to approach global and international investing, Alejandro launched AZTLAN and developed a proprietary rules-based investment approach that combines quantitative analysis and fundamental analysis in concentrated stock-selection strategies.
With a diverse background that includes formal training as an artist and a degree in chemical engineering, Alejandro has the unique ability to bridge the realms of art and science. Under his leadership, AZTLAN has found success in merging analytical and creative thinking to develop innovative investment solutions tailored to the needs of family offices and advisors.
Also unique to AZTLAN is an investment team comprised of individuals who not only speak the languages native to the regions they specialize in but are also attuned to the cultures in those regions, enabling them to adeptly maneuver through markets and geographies that often challenge other investment managers. In turn, AZTLAN’s stock-pickers believe they are uniquely equipped to identify cash flow generating international small- and mid-cap equities poised for growth.
“We have a strong track record, a unique investment process, and a strategy in an underrepresented area of the market,” said Garza. “With the marketing expertise of Havener Capital, which also has a strong track record, we’re excited to tell our story more broadly.”
Havener brings a wealth of experience and talent to help AZTLAN with branding, storytelling, and modern digital marketing. Founder and CEO Stacy Havener believes the partnership represents an exciting opportunity for both organizations and aligns with Havener’s mission of connecting differentiated boutiques with the early-adopter RIA community that embraces them:
"AZTLAN’s unconventional approach to international investing deserves a spotlight,” said Havener. “By joining forces with Alejandro and his team, we aim to showcase the firm’s distinct investment process and support AZTLAN in its growth journey.”
AZTLAN Equity Management, LLC is an independent investment adviser specializing in international small- and mid-cap equity strategies. AZTLAN was founded in 2016 and is an exempt reporting adviser registered with SEC; the firm also has presence in Monterrey Mexico, Buenos Aires Argentina, and Hong Kong. AZTLAN manages individual funds as well as separately managed accounts across three discrete strategies: Emerging and Frontier SMID (EMF), Developed Markets ex-U.S. SMID (DMxUS), and Developed Markets SMID (DM). To learn more about AZTLAN please visit www.aztlanem.com and aztlanetfs.com
About Havener Capital Partners
Havener Capital Partners is a sales and marketing agency dedicated to boutique asset managers. Helping some of the world’s most talented investment firms build, launch, and grow funds is important not only for our clients, but also for investors and the industry. Whether it’s testing funds in the market, expanding sales and marketing capabilities, or securing investments from our network of RIAs and family offices, we provide clients with an expert team and a time-tested framework that has raised over $8 billion dollars for boutique funds that led to over $30B in follow-on AUM. More information is available by visiting: havenercapital.com
Havener Capital Partners LLC is an institutional division of Compass Securities Corporation. Securities offered through Compass Securities Corporation. Member FINRA SIPC. 50 Braintree Hill Office Park, Suite 105, Braintree, MA, 01284; T:781-535-6083