LatentWalk – Investment Management

LatentWalk

We do not predict, we interpret the path and adapt.

As complex adaptive systems, markets are unpredictable but path-dependent, thus we latently wait for their path to become apparent.

We are macro gardeners.

We have a deep respect for systems’ inherent harmony and acknowledge that our involvement may harm their natural evolution. Therefore, we intervene only occasionally, much like a gardener does with his plants.

We avoid overthinking.

In macro investing, less is often more, hence we eschew seemingly sophisticated views and embrace the beauty of simplicity and big-picture thinking.

We rely on both macro and technical analysis.

The former enables us to formulate future potential outcomes, whereas the latter helps us visualize and test them.

We strive for ecosystem control by serving high-quality investors.

We seek to be the best macro firm for our investors. The best, not the biggest. And for our investors, not for everyone.

team

Marcos worked as an analyst at KIG Investment Management, a concentrated value-oriented fund that invests in high-quality businesses. He earned his bachelor´s degree in Economics from Universidad de San Andrés in Argentina, graduating Summa Cum Laude. Marcos is also an avid reader.

Marcos Sacerdote

MARCOS

Prior to founding LatentWalk Investment Management, Marcos worked as an analyst at KIG Investment Management, a concentrated value-oriented fund investing in high-quality businesses.

Marcos earned his bachelor in Economics from Universidad de San Andrés in Argentina, graduating Summa Cum Laude.

Marcos is an avid reader and sports enthusiast.

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