× Strategy Firm Why CAAM Research App About Investor Login Open an account
Correa Alonso Asset Management

Capital Discipline.
Long-Term Conviction.

Correa Alonso Asset Management is an AI-first asset management company.

Open an account See the Track Record
Jun 2022
Real record, marked nightly
20
Core Holdings
2.0%
Management fee, nothing else
506(c)
Accredited investors

YouHow does CAAM decide what to buy?

PedroSoftware reads every filing and writes a memo on each company. Written rules turn that memo into a decision, and the Managing Partner approves every trade.

Illustrative conversation. In the app, investors talk to Pedro by voice.

What We Are

An AI-first
asset manager.

We compound capital by owning great businesses bought below what they are worth, under rules written before the money moves and executed by machines, so that decisions are made by fundamentals and data rather than by emotion.

We are not a quant shop: we do not mine prices for signals, we read filings for businesses. The machines do the reading at a scale no human team could, but what they read is what Graham read.

We are an investment company whose only employees are software.

The machine reads.

The rules decide.

A human rules.

I

The machine reads.

Every filing, every quarter, across roughly 1,700 U.S. companies, each one written up in a five-module memo and valued three ways.

II

The rules decide.

Quality holds the veto and price holds the throttle, under rules written before the money moves and never suspended for a favorite.

III

A human rules.

The Managing Partner rules on every decision the rules produce, and no trade is placed that a person has not approved.

—
Research memos written

Five-module memos on file, each one machine-written and scored

—
Companies in the universe

The full list the machine is working through, name by name

5
Modules per company

Moat, capital allocation, unit economics, balance sheet, management

4
Triggers that sell

Written before the money moves, and none of them is a feeling

Research figures update as the work is published. The use of these systems carries its own risks, which are set out in the disclosures. Technology and model risk

How the Firm Works See Full Process
Track Record

Real capital, marked every night,
since June 2022.

The Fund's record is the Correa family's own capital, invested since 1 June 2022 under the same rules and in the same twenty-name book that every investor joins. Every figure below is the real account, shown net of a model 2.0% management fee, next to the S&P 500 receiving the identical deposits on the identical days.

Net return on capital
—
S&P 500 total return, same deposits: —
Annualized, net of fee
—
Time-weighted · S&P 500 total return: — a year
$10,000 at inception
—
In the S&P 500, dividends reinvested: —
Largest drawdown
—
— · S&P 500: —
Growth of $10,000 since 1 June 2022
Fund, net of model feeS&P 500 total return
As of — · 2026 year to date: — vs S&P 500 total return —
Gross of the model fee: — on capital, — a year

Fund figures are the account's daily series (real share ledger × closing prices), flow-adjusted and live-extended to the latest close. The model fee is accrued daily at 2.0% per year; the Fund's founding investors pay that fee and nothing else. No target returns are stated or implied. Past performance is not indicative of future results. Return on capital is money-weighted on the capital contributed. The annualized figure, the growth of $10,000 and the drawdown are time-weighted. Each is shown against the S&P 500 on the same basis as itself. How these figures are prepared

Open an account Read the Research
About The Firm

Institutional Rigor.
Owner-Oriented Values.

Correa Public Investments LLC (CPI), the flagship fund of Correa Alonso Asset Management, was founded to bring disciplined, fundamentals-based equity investing to accredited investors. We identify resilient businesses with durable competitive advantages and management capable of compounding capital responsibly over time.

About the Firm
"Durable wealth is created by focusing on fundamentals (cash flows, moats, and management discipline) rather than chasing trends."

Christopher Correa, Founder & Principal

Focus
Long-Term Compounding
Universe
U.S. Public Equities
Structure
Reg D / Rule 506(c)
Access
Accredited Investors Only
Investment Philosophy

Three Pillars of Disciplined Capital

Buy quality at a discount, size by conviction, let winners compound, hold while the thesis holds, and cut on genuine deterioration rather than a single bad print.

01

Cash-Flow Focus

We prioritize companies with predictable, growing free cash flows and demonstrated reinvestment discipline. We value businesses on what they generate, not what they promise.

02

Durable Competitive Moats

Structural advantages that persist through full market cycles: cost leadership, network effects, switching costs, brand equity, and regulatory barriers to entry.

03

Compounding Discipline

Positions are sized by conviction and winners are allowed to compound under a hard per-position ceiling. The book is not rebalanced back to target weights; a holding is trimmed only when it outgrows its limit.

Full Strategy Overview
Research Process

Rigorous. Evidence-Based. Repeatable.

Our process combines deep quantitative modeling with structured qualitative assessment to identify the highest-conviction opportunities within a defined, disciplined universe.

See Full Process
I

Quantitative Analysis

Multi-model valuation (DCF, comparables, scenario bands), DuPont ROE decomposition, capital efficiency metrics, and unit economics assessment.

II

Qualitative Assessment

Leadership quality and incentive alignment, industry structure mapping, competitive positioning analysis, and long-term reinvestment runway evaluation.

III

Risk Framework

Drawdown and liquidity analysis, position limits, thesis drift monitoring, pre-mortem scenario planning, and ongoing catalyst tracking across the portfolio.

Safeguards

Where the money sits,
and who watches it.

Plain facts, each one set out in full in the disclosures.

The family's own capital

The Fund's record is the Correa family's capital, invested since June 2022 under the same rules and in the same book every investor joins.

Held at Interactive Brokers

Fund assets sit in a segregated custody account at Interactive Brokers LLC, a SIPC member. SIPC does not protect against a fall in market value.

Never commingled

New subscriptions land in a deposit account in the Fund's own name, apart from the Manager's accounts, before they move to custody.

Nothing trades on its own

Every decision is stated with its sources and ruled on by the Managing Partner before any order is placed.

Sensitive data, encrypted

Tax and ID numbers and dates of birth from your application are sealed field by field with AES-256 encryption.

Two-factor sign-in

Turn on an authenticator app from your account, and every sign-in asks for a six-digit code.

The Fund's account has not been audited. Custody, deposits and SIPC coverage are described in section 10 of the disclosures. View Disclosures

The Investor App

The firm,
in your pocket.

Everything an investor sees here, in an app that installs from the browser: your account, the research, every document and Pedro, by voice or by text, in English or Spanish.

Pedro, by voice or by text

Ask about your account, a company in the research or the day's markets, and hear the answer.

Your account, marked nightly

Positions and returns after every close, next to the S&P 500 on the same dollars and days.

Briefs before the open and after the close

Short notes on your portfolio and the markets, with an alert on your phone when one is released.

Every letter and report

Investor letters, research reports and your account documents, in one place.

Scan to open it on your phone
app.correafunds.com Open the app
Add it to your home screen

iPhone: open it in Safari, tap Share, then Add to Home Screen.

Android: open it in Chrome, tap the menu, then Install app or Add to Home screen.

No app store needed: it installs from the browser.

The Fund's figures on this screen are the same as the track record above, net of the model fee.

Fees and Terms

One fee.
Nothing else.

Founding investors pay a 2.0% annual management fee on net asset value and no performance allocation. There are no sales charges. The minimum investment is $1,000, each contribution has a twelve-month lock-up, and redemptions are quarterly after that on 30 days' written notice.

All Terms and FAQ View Disclosures
2.0%
Management fee

Per year on net asset value, accrued monthly

None
Performance allocation

Waived for investors admitted while Fund capital is below $10 million

$1,000
Minimum investment

The PPM states $10,000 and lets the Manager accept less

Quarterly
Liquidity

After a twelve-month lock-up, on 30 days' written notice

The disclosure statement and the definitive offering documents control in every case. Offered under Regulation D, Rule 506(c) to verified accredited investors only.

Questions

Common questions.

Short answers. The disclosure statement and the offering documents control in every case.

All Terms and FAQ
Who can invest?

Only verified accredited investors, as defined in Rule 501(a) of Regulation D. The Fund is offered under Rule 506(c), so accredited status is checked before any subscription is accepted.

What does the Fund invest in?

U.S. public equities only, long only, in a concentrated book of at most 20 positions with a five-to-ten-year horizon. Every candidate is valued three ways across bear, base and bull cases.

What are the fees and terms?

A 2.0% annual management fee on net asset value, accrued monthly, and no sales charges. Investors admitted while the Fund is below $10 million pay no performance allocation. The minimum is $1,000; each contribution is locked up for twelve months, then redemptions are quarterly on 30 days' written notice. The Fund bears its own operating expenses.

Where is the money held?

In a segregated custody account at Interactive Brokers LLC, a SIPC member. New subscriptions first land in a deposit account in the Fund's own name, never commingled with the Manager's assets.

Is CAAM an AI-driven manager?

Yes, and specifically: software writes the research, written rules turn it into a stated decision, and the Managing Partner rules on every decision before it is executed. The systems are not used to forecast prices, and no claim is made that they produce superior returns.

Are the figures audited?

No. The Fund's figures come from its real account, marked at each night's closing prices, and have not been audited. How they are prepared is set out in section 6 of the disclosures.

Can I follow my investment in the app?

Yes. Once your account is open, the investor app gives you your account, the research, every document and Pedro. It installs from app.correafunds.com.

How do I start?

Request access, create your login and complete the application. Accredited status is verified before any subscription is accepted.

Leadership
Christopher Correa
Christopher Correa
Founder & Principal

Correa Alonso Asset Management was founded by Christopher Correa with a singular conviction: disciplined, fundamentals-based investing creates durable wealth over time. The firm is built on the belief that careful analysis of cash flows, competitive moats, and management quality, rather than market timing or speculative positioning, offers the strongest foundation for long-term capital compounding. Christopher manages the research process, portfolio construction, and all investor communications with a commitment to transparency and alignment.

Firm Overview
Open an account

Begin Your Investor Inquiry

The current offering is available exclusively to verified accredited investors under SEC Regulation D, Rule 506(c). If you meet the accredited investor standard and seek a disciplined, long-horizon approach to equity compounding, we invite you to inquire.

Submit Inquiry View Disclosures
Access Requirements

Verified accredited investor status under SEC Rule 501 of Regulation D

Long-term investment horizon aligned with multi-year holding periods

Completion of investor questionnaire and required onboarding documentation

Acceptance of relevant risk disclosures and investment agreements