Equity-like growth, designed without concentrating in equities. A diversified portfolio of stocks, bonds, real estate, and commodities, with disciplined leverage applied across the whole mix.
The page describes an investment approach offering direct ownership of the 500 largest global companies, emphasizing transparency, tax efficiency, and customization.
Julio provides investment advice to family offices, financial advisors, bankers, broker dealers, asset managers, institutions, and wealthy individuals on their investment portfolios and financial products. He is founder and Chief Investment Officer of Quantor Capital and Chief Investment Officer of Inscription Capital, overseeing over one billion dollars in assets under management. He also serves as president of the investment advisory board at GBM.
Co-Founder & Chief Investment Officer Ph.D., in portfolio construction, Princeton University Former Director of Risk & Performance, Ziff Brothers Investments Faculty at Rice University & published papers in leading journals
