A disciplined, fundamentals-first strategy built for long-term compounding and rigorous protection of investor capital across market cycles.
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.
Prioritizing companies with predictable, growing free cash flows and reinvestment capacity. We value businesses on what they generate, not what they promise.
Structural advantages that persist through full cycles: cost leadership, network effects, switching costs, brand equity, or regulatory positioning.
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.
Every investment decision begins with the same multi-stage research process, and that process is executed by software. The firm's agents read the filings, build the models and write a five-module memo per company under a written strategy; the rules turn the result into a stated decision; the Managing Partner rules on it. The standard does not vary with how many companies are in front of it.
Multi-model valuation (DCF, comparables, scenario analysis), DuPont ROE decomposition, capital efficiency metrics, and unit economics and cash conversion analysis.
Leadership quality and incentive alignment review, industry structure mapping and competitive positioning, and scalability and reinvestment runway evaluation.
Systematic drawdown and liquidity analysis, position limits and thesis drift monitoring, pre-mortem scenario planning, and ongoing catalyst tracking.
20 core positions, a hard cap, where research conviction is highest
Growth leaders, mid-risk compounders, and defensive anchors to mitigate permanent capital loss
Performance evaluated across cycles with process discipline maintained through volatility
Focused on the deepest, most transparent and liquid capital market globally
20 core positions, a hard cap, where research conviction is highest. High conviction demands focus; we do not diversify for diversification's sake.
Blend of growth leaders, mid-risk compounders, and defensive anchors, designed to mitigate permanent capital loss across varying market environments.
Positions are sold on structural deterioration of the business, never on noise. A soft quarter or a single down year does not sell a name; a broken thesis does.
Performance is evaluated across market cycles, not quarters. Short-term noise is expected; our process is designed to remain disciplined through it.
The current offering operates under SEC Regulation D, Rule 506(c), and is available only to verified accredited investors. We are also exploring future access pathways subject to regulatory approvals and market conditions.
Private offering under SEC Regulation D, Rule 506(c) to verified accredited investors only. Accredited investor status must be verified prior to any subscription.
Exploration of broader access pathways subject to regulatory approvals and prevailing market conditions. No commitment is implied or warranted.
Correa Alonso Asset Management was founded on the conviction that institutional-grade, fundamentals-based investing should not be exclusive to the largest endowments and institutions. Our mission is to broaden access to disciplined investing, align outcomes with long-term stakeholder value, and educate investors about the power of patient capital compounding.