We think like owners, believing in the long-term power of equity and compounding capital.
Our public equities strategy focuses on high-quality businesses with durable competitive advantages, strong balance sheets, disciplined capital allocation, and long-term reinvestment opportunities.
VLX Mexico Fund (GBM112)
The fund invests in a concentrated portfolio of publicly traded companies selected through a disciplined value investing approach. Our objective is to preserve and compound capital over the long term through ownership of high-quality businesses with strong fundamentals, capable management teams, and durable competitive advantages.
VLX Global Fund (Launching 2026)
The fund invests in a concentrated portfolio of publicly traded companies selected through a disciplined value investing approach. Our objective is to preserve and compound capital over the long term through ownership of high-quality businesses with strong fundamentals, capable management teams, and durable competitive advantages.
Performance chart available at launch
- Valex Desarrollos Inmuebles
- IDHospitality
- Grupo Acosta Verde
- 1577 Capital
- Seterra
- Emblem Real Estate
- Vertical Homes
- VH Patrimonial
- N8
- Tuhabi
- Silence Fund
Advisory
Financial and strategic advisory for companies within our portfolio and businesses where our partners are actively involved — bringing an owner’s perspective, long-term alignment, and disciplined capital judgment to every engagement.
Ocampo Mining
Mining
Strategic subsidiary of Minera Frisco operating the Tayahua unit in Zacatecas — one of Mexico's key copper extraction and processing assets with deep reserves and established infrastructure.
IDHospitality
Hospitality
IDHospitality is a fully integrated hotel company — owning, operating, and developing properties across Mexico’s most important markets.