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Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa
Rafael Mendoza Briones · Asset Manager · Multi-Strategy
Operadora Inbursa de Fondos de Inversión, S.A. de C.V., is the specialized fund management subsidiary of Grupo Financiero Inbursa, a major Mexican financial conglomerate controlled by the family of Carlos Slim Helú. Since its inception in 1992, the firm has focused on providing individual and institutional investors with access to the Mexican and international capital markets through a wide range of investment funds. The institution offers diverse products, including debt instruments and equity portfolios, characterized by a long-term investment horizon. As part of one of the largest financial groups in Latin America, Operadora Inbursa benefits from strong corporate governance and a deep integration with Mexico's industrial and financial sectors, making it a key player in the country's asset management industry.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.7% |
| YTD return | +9.5% |
| Sharpe ratio | 4.48 |
| Win rate | 50% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.inbursa.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMX | America Movil SAB de CV ADR | 87.9% | +11.6% |
| TKC | Turkcell Iletisim Hizmetleri AS | 12.1% | -19.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Apr 20, 2026 | SELL | AMX | 100.0% → 87.9% |
| Apr 20, 2026 | BUY | TKC | 0.0% → 12.1% |
| Oct 1, 2025 | BUY | AMX | 0.0% → 100.0% |
Investment Style Analysis
Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Telecom Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Apr 20, Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa made a significant move by reducing the position in AMX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Operadora Inbursa follows an investment philosophy centered on capital preservation and long-term growth through disciplined asset management. The firm utilizes a fundamental approach to evaluate high-quality assets in both fixed-income and equity markets, primarily within Mexico but increasingly on a global scale. Their strategy emphasizes broad diversification to mitigate risk, offering a variety of fund structures tailored to different investor risk appetites. By maintaining a conservative perspective and leveraging the economic insights of the broader Grupo Financiero Inbursa, the institution aims to deliver consistent, risk-adjusted performance across diverse market cycles.
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 Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa.
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Frequently asked questions
How is the simulated portfolio for Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa 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 Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa's largest holding?
As of the latest filing, Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa's top position is America Movil SAB de CV ADR (AMX), representing 87.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa's historical performance and risk profile?
Our simulation indicates a total return of +10.7% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 4.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa primarily invest in?
Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa has a strong preference for the Telecom Services sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa's portfolio concentrated or diversified?
Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa runs a highly concentrated portfolio with 2 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 Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa performed in 2026?
Our AI-simulated model portfolio for Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa tracks a Year-to-Date (YTD) return of +9.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Rafael Mendoza Briones manage Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa directly?
Yes, Rafael Mendoza Briones serves as the key portfolio manager for Operadora Inbursa de Fondos de Inversión, SA de C.V., Grupo Financiero Inbursa, overseeing the investment strategy and final capital allocation decisions.