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Intercorp Perú Ltd.
Carlos Rodríguez-Pastor · Asset Manager · Growth
Intercorp Perú Ltd. is a Bahamas-based holding company and the parent organization of Intercorp, one of Peru's most prominent conglomerates. Established in 1997 and led by billionaire Carlos Rodríguez-Pastor, the institution manages a diverse portfolio of businesses across the financial services, retail, education, and healthcare sectors. The group rose to prominence after the acquisition of Interbank in 1994 and has since expanded significantly by targeting the growing Peruvian middle class. It serves as the primary investment vehicle for the Rodríguez-Pastor family, controlling major listed entities such as Intercorp Financial Services (IFS) and InRetail. The firm is recognized for its long-term strategic focus on domestic consumption and infrastructure development in Peru.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +37.5% |
| YTD return | +29.8% |
| Sharpe ratio | 3.99 |
| Win rate | 100% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.intercorp.com.pe |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| IFS | Intercorp Financial Services Inc | 100.0% | +37.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | IFS | 0.0% → 100.0% |
Investment Style Analysis
Intercorp Perú Ltd. is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Intercorp Perú Ltd. made a significant move by increasing exposure to IFS. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Intercorp follows a 'middle-class ecosystem' philosophy, focusing on providing a comprehensive suite of services to Peru's expanding middle-income population. Its strategy is built on long-term strategic ownership rather than short-term trading, emphasizing operational excellence and digital transformation within its subsidiaries. The institution prioritizes investments in businesses that benefit from domestic consumption growth, such as banking, insurance, modern retail, and private education. By leveraging its dominant market positions and deep consumer insights, Intercorp aims to foster a sustainable and highly integrated business platform that drives both economic returns and social development in the Andean region.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Intercorp Perú Ltd..
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Frequently asked questions
How is the simulated portfolio for Intercorp Perú Ltd. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Intercorp Perú Ltd.'s largest holding?
As of the latest filing, Intercorp Perú Ltd.'s top position is Intercorp Financial Services Inc (IFS), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Intercorp Perú Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +37.5% with a win rate of 100%. Notably, the portfolio maintains a Sharpe Ratio of 3.99, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Intercorp Perú Ltd. primarily invest in?
Intercorp Perú Ltd. has a strong preference for the Banks - Regional sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Intercorp Perú Ltd.'s portfolio concentrated or diversified?
Intercorp Perú Ltd. runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Intercorp Perú Ltd. performed in 2026?
Our AI-simulated model portfolio for Intercorp Perú Ltd. tracks a Year-to-Date (YTD) return of +29.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Carlos Rodríguez-Pastor manage Intercorp Perú Ltd. directly?
Yes, Carlos Rodríguez-Pastor serves as the key portfolio manager for Intercorp Perú Ltd., overseeing the investment strategy and final capital allocation decisions.