• Who are we?

    Albatroz Capital is an independent registered advisor with the state of Florida, working solely in the United States securities markets, focused on US Equities, with a differentiated investment approach, aiming to generate long term capital gains whilst capital protection.

  • Mission

    Our mission is to generate long term gains for our partners, investors and shareholders with an ethical, sustainable and recurring approach.

    “Risk comes from not knowing what you are doing”. - Warren Buffett

  • Vision

    Money management excellence through simplicity and humbleness generates long term differentiation.

    "The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

  • Values

    We stand by our values: Simplicity, Patience, Independent Thinking, Reasonable and Ethical.

    “There are five ascendant levels of intelligence: Smart, Intelligent, Brilliant, Genius and Simple”. - Albert Einstein

Meet Our Founder

Paulo Albano holds a degree in Business Administration and brings 19 years of experience in the financial markets. A husband and father of two, Paulo began his career on the trading floor and has built a diverse background in Private Equity, Asset Management, Equity Research, and Wealth Management. He spent the majority of his career at Credit Suisse before founding Albatroz Capital.

Paulo’s vision for Albatroz Capital is rooted in the belief that investing doesn’t need to be overly complex. He observed that the financial industry often uses complicated jargon to justify fees. Our mission is to simplify the investment process, making it easy to understand while delivering optimal results for our clients and partners. At Albatroz Capital, we strive to ensure that investors achieve success through clear, straightforward strategies.

We collaborate closely with you to develop tailored investment strategies that align with your goals, while offering guidance, clarity, and maximizing tax efficiency. Our investment process and approach to security selection are distinct and designed to deliver optimal results.

Our Investment Philosophy

SIMPLICITY - If we don’t understand it, we don’t invest in. We are not looking to reinvent the wheel; we believe that pushing it is already hard enough. If any investment require all planets to be aligned, we are probably not going to get in. We like simple words like “Cash” and “Dividends”. We like to understand what we invest in. We like brands, simple products, familiarities with everyday usage.

VALUE - Price is what you pay for, Value is what you get. If someone, someday offers you a brand-new car for half of the dealership price, your first reaction would be to understand if it is an opportunity or a scam. Once understood that the documents are ok, the person is trustworthy, the vehicle is in perfect shape and that this is in fact an opportunity, the probability that you would buy the car is big. We do the same thing with stocks.

LONG-TERM - Investing is like a marathon not a 100-yard dash. We invest for the long haul; we believe the only way to generate consistent returns is with a long-term orientation. You need to be patient and cool in order to sail through all the markets ups and downs. We look for owner operators that are there for the long run.

CAPITAL PRESERVATION - Margin of Safety. This is the main pillar of our investment philosophy. The price that we pay for the assets needs to have a margin of safety when compared with its intrinsic value so that in case of an event that we weren’t expecting materializes, we reduce our chances of permanent capital loss. Good business fundamentals and metrics rarely become permanent capital losses.

RESEARCH - Buying a stock is the same as buying a company. When you buy a stock you are actually buying a fraction of a business, if the stock market weren’t so liquid people would pay much higher attention to what they were buying. There is much more than just money when you buy  a stock, there are the people involved running and managing the business, the products or services which sells, the assets (and liabilities) which they own. Culture eats strategy every day of the week.

OUR DIFFERENTIAL

Market Experience

  • 19 Years of experience in financial markets in different areas.

  • Experience in a variety of institutions (investment banks, hedge funds, private equity, asset managers, family offices).

  • Process oriented.

Independent Thinking

  • In order to set apart from the crowd we have to think differently.

  • Unique approach to screening and investment analysis.

  • We avoid overhyped investments, IPOs, and securities that not accurately reflect their true value.

Local Market Knowledge

  • 8 years solely focused on US securities.

  • Over 200 companies researched in a variety of sectors across the US economy.

  • Deep understanding of local market regulations and rules.

Long Term Perspective

  • We aim to hold investments for more than 3 years.

  • Our favored holding period is forever. We tend to have very little portfolio activity.

  • Continuous focus on the business and its perspectives instead of focusing on price flutuation.

Solid Process

  • We believe consistent returns comes from a solid process, not the other way around.

  • Focusing on our investment process regardless of the current market trends.

  • 5 Key metrics to stock selection: Owner, Culture, Quality, Structure and Price.

In-Depth Approach

  • In-Depth approach to analysis, turning over every rock to find opportunities and understand investment case.

  • Less positions lead to great focus leading to better decision making.

Process Oriented

  • We stick to our process even if it feels it’s out of flavor.

  • Continuous effort to research for investments that fit our process.

  • Discipline to stay focused and not deviate from what we believe is the right thing.

Patience

  • Patience is our key virtue.

  • Waiting for the right opportunity will lead to a differentiated performance in the long run.

  • Holding on to a winning position is harder than adding to a losing one. Must let the winners run and cut down the losers fast.

Risk Return

  • We believe in the concept of margin of safety. Discounts are never out of flavor.

  • Buying securities with enough discount to it’s intrinsic value so we avoid permanent losses.

  • We avoid permanent loss of capital.