Invest where change creates value.
A concentrated, value-oriented and event-driven investment manager focused on owning a select group of businesses where fundamental change and identifiable catalysts can create meaningful value.
Investment management, grounded in discipline.
Investment Management
A concentrated, actively managed public-equity strategy implemented through separately managed accounts. Portfolios typically hold 6–12 companies with investment horizons ranging from roughly 3 to 36 months.
A hedge-fund mindset. Your own account.
Direct ownership, portfolio transparency and liquidity through a separately managed account structure.
6–12 Companies
Concentrated by design, with capital focused on the firm's highest-conviction opportunities.
3–36 Month Horizon
Positions are underwritten around identifiable catalysts and fundamental change rather than short-term trading noise.
Active Management
Positions are resized, added to or exited as valuation, catalysts and the underlying thesis evolve.
SMA Structure
Assets remain in the client's own account while Bustamante & Co. manages the portfolio under discretionary authority.
Independent thinking. Active management.
We focus on situations where fundamental change, mispricing and identifiable catalysts may create compelling risk/reward.
Our investment process is built around the same question: what is changing, what does the market expect, and what could cause that gap to close?
Explore the FirmWork with Bustamante & Co.
To explore an investment-management relationship, start with a direct conversation with the firm.