TO PRESERVING AND GROWING VALUE ACROSS GENERATIONS
Monterri is a single family office committed to preserving and growing value across generations
VISION AND VALUES
We are commited to providing outstanding services for our family members, guided by our core values:
Excellence
Integrity
Discretion
Teamwork
Commitment
Good humor
INVESTMENT AREAS
Our portfolio is globally diversified and adheres to a responsible investment policy that aligns with our values. We invest for the long-term and have the support of world-class external fund managers.
PRIVATE MARKETS
We invest in funds that will generate value and have a positive impact on the economy and society.
Venture Capital
Buyouts
Private Credit
PUBLIC MARKETS
Our public markets portfolio builds on the expertise of highly differentiated managers and a selection of passive funds.
Equities
Corporate and government fixed income
REAL ESTATE AND REAL ASSETS
We invest in funds which are diversified by asset class, geography and strategy:
Core / Core+
Value Add
Opportunistic
For our direct portfolio, we conduct the property management in-house.
ORGANIZATION
We aspire to reach excellence in our operations through efficient processes, strict quality management and continuous improvement and innovation.
TALENT
We are a highly qualified team, and we aim to attract the best talent to join us. Key elements to our culture include:
Empowerment
Continuous learning
Effective communication
Innovative mindset
Pursuit of new challenges
QUALITY
We strive to provide the highest quality and the best solutions, through: