Growth, Value & Volatility

In the fast-paced world of asset management, Cretum Capital Partners stands out as a leader, combining unparalleled expertise and an innovative strategy to navigate the complexities of global markets. For over a decade, their flagship product, the Growth, Value, and Volatility (GVV) Fund, has consistently delivered strong returns, positioning it as a powerful player in the financial landscape.

The GVV Fund is designed for investors seeking to harness the dual benefits of growth and stability, while expertly managing risk in volatile markets. Cretum’s strategy combines advanced economic analysis with deep company insights and data-driven models. With a firm focus on long-term capital preservation and superior risk-adjusted returns, GVV Fund provides investors with a diversified portfolio, including both long and short positions, currency strategies, and dividend-focused investments.

The results speak for themselves. Over the last five years, the GVV Fund’s CAGR (Compound Annual Growth Rate) stands at 12.67%, with an average monthly return of 1.09%. Year-to-date, the fund is up 23.90%, outperforming the S&P500 by 12.27%. Since inception, the fund has only experienced one negative return year (2019). Additionally, with a robust liquidity component (+25%), the fund remains agile and ready to seize market opportunities as they arise.

Cretum’s approach is grounded in transparency and ethical investment strategies. The firm prides itself on being a trusted partner to a wide range of clients, including pension funds, high-net-worth individuals, and family offices across Mexico and Latin America.

With assets exceeding $1.8 billion dollars under management, Cretum continues to lead the charge in promoting wealth through responsible investing.

Growth

The fund is constantly seeking out visionary businesses with explosive growth potential, the kind that can double or triple revenues while outpacing every competitor. The fund has invested in stories such as Spotify, Airbnb, Palantir, Coinbase, even before they were public. These companies continue to achieve double-digit growth rates and have firmly established themselves as leaders within their respective markets.

"Cretum’s approach is grounded in transparency and ethical investment strategies. The firm prides itself on being a trusted partner to a wide range of clients, including pension funds, high-net-worth individuals, and family offices across Mexico and Latin America"

Digital displays of market data shine over the city, guiding investment strategies.

Value

Cretum believes in the true potential of companies that are undervalued by the market. Stories with solid businesses, proven management, and resilience in any market climate. While others overlook them, the fund recognizes their untapped potential for long-term growth. The fund has invested in MedicaSur, Nemak, VEF, all with a significant margin of safety.

Volatility

The fund uses strategies like delta hedging to protect capital during market corrections, while still capitalizing on market swings. These cutting-edge techniques enable the fund to generate returns regardless of market conditions, adding an extra layer of protection and value for investors.

| STRATEGIC MARKET ALLOCATION: A BALANCED AND DIVERSIFIED PORTFOLIO

What sets the GVV Fund apart is its diversified investment strategy, designed to leverage opportunities across different asset classes and regions. From the dynamic growth of tech firms to undervalued value opportunities in emerging markets, Cretum’s analysts employ sophisticated quantitative models, including machine learning algorithms for real-time data analysis, ensuring timely and informed decisions.

Cretum Capital Partners is supported by some of the most trusted and reputable partners in the industry, ensuring the highest level of service and operational efficiency. Among its key suppliers are NAV Consulting, ranked as the #1 fund administrator with over $310 billion in assets under management and a 99% client retention rate. The fund's custodian is Bank of New York Mellon, a global leader in asset custody with over $52 trillion in assets under custody. Additionally, Deloitte serves as the fund's auditor, providing expertise and ensuring transparency.

Cretum Capital also utilizes top-tier financial tools and resources to guide its investment decisions. The GVV Fund relies on the Bloomberg Terminal for real-time market data, analytics, and insights. In addition, Cretum has access to exclusive research from some of the world’s leading financial institutions, including UBS, Goldman Sachs, Morgan Stanley, Scotiabank, GBM, Capital Economics, and ECanal. This comprehensive access to cutting-edge research empowers the firm to make well- informed, data-driven decisions, ensuring that the fund is always ahead of market trends and positioned for optimal returns.

With such a strong network of suppliers, Cretum ensures that the GVV Fund operates with the utmost integrity and reliability, offering investors a world-class investment experience.

Why Investors Should Pay Attention

For investors looking for opportunities in an unpredictable world, the GVV Fund offers a compelling proposition. Cretum Capital Partners' blend of traditional investing wisdom and innovative strategies ensures that the GVV Fund is poised to not only weather market storms but thrive in them. With its proven track record, diverse market exposure, long term investment thesis and risk management focus, the GVV Fund is an ideal choice for discerning investors seeking to optimize their portfolios and generate superior returns in an ever-changing economic landscape.

Cretum Capital’s commitment to excellence, its strategic use of advanced analytics, and its strong foothold in emerging markets make it an investment firm to watch as it continues to shape the future of wealth management.