The AmeriTree portfolio is designed to generate a long-term USD return of 10%–12%, combining corporate bonds and equities of corporate across the Americas.

Allocation is dynamic and actively managed based on interest rates, market valuations, and volatility. 

The portfolio captures yield from a diversified bond sleeve, while equities are traded actively to enhance return. 

The approach targets companies with competitive advantages, secular growth trends, high ROIC, and strong income generation — especially across financials, IT, consumer, energy, and materials.

AmeriTree has a strong bias toward Latin America due to long term experience research edge and market access.