San Juan Asset Management is a SEC registered investment advisor and Certified Minority Business Enterprise by the Puerto Rico Minority Supplier Development Council. The Firm, based in San Juan Puerto Rico, was founded in 2005 by Jose A. Vizcarrondo who wanted to build on his international equity expertise acquired while managing international equity portfolios for high net worth clients in Switzerland. San Juan Asset Management’s investment professionals offer years of successful global investing experience in emerging and developed markets.
Combining Top-down (macro) and Bottom -up (fundamental) approaches, our Global and International Equities strategies seek to provide superior returns by investing in a geographically and economically diversified portfolio of 40 to 60 companies with complementary risk/reward profiles. We focus on high quality, liquid companies from around the globe in our objective to preserve and grow capital. Our strategies, benchmarked to MSCI ACWI or MSCI World indexes are available on a separate account basis or through our Global Opportunities Capital Appreciation Fund.
- President - Chief Investment Officer