Enthusiast

[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction

January 17, 2023 Season 4 Episode 4
[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction
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Enthusiast
[Investor Journey] Ricardo Kanitz (Spectra) on GP due diligence, emerging fund managers and secrets of portfolio construction
Jan 17, 2023 Season 4 Episode 4

On this episode Pat sits down with Ricardo Kanitz, founding partner of Spectra Investments to talk about the founding of the alternatives investment firm, how they gained the trust of their LPs, their strategy on performing due diligence on GPs, diversifying their portafolio, the current state of alternatives in LatAm during a period of high interest rates and much more.

On this episode you will learn about: 

  • The beginnings of Spectra and the vision behind the firm becoming an investment machine in LatAm 
  • How they perform due diligence on GPs
  • The beauty behind search funds 
  • Diversifying your portfolio in a risk-on environment 


You can find Ricardo Kanitz on LinkedIn here. Make sure to check out Spectra's ground breaking research on alternatives in LatAm here. 

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Show Notes Chapter Markers

On this episode Pat sits down with Ricardo Kanitz, founding partner of Spectra Investments to talk about the founding of the alternatives investment firm, how they gained the trust of their LPs, their strategy on performing due diligence on GPs, diversifying their portafolio, the current state of alternatives in LatAm during a period of high interest rates and much more.

On this episode you will learn about: 

  • The beginnings of Spectra and the vision behind the firm becoming an investment machine in LatAm 
  • How they perform due diligence on GPs
  • The beauty behind search funds 
  • Diversifying your portfolio in a risk-on environment 


You can find Ricardo Kanitz on LinkedIn here. Make sure to check out Spectra's ground breaking research on alternatives in LatAm here. 

Support the Show.

The early beginnings of Spectra
The package deal of a Fund of Funds
How does Spectra perform DD on GPs
On Emerging Fund Managers
The State of VC investing in LatAm
The discrepancy between US PE returns vs. LatAm explained
The road ahead for LatAm alternatives
On Search Funds
Fast Speed Round