Independent investment management

Independent thinking
across global markets.

Stingray Global pursues opportunities across global equities, income-oriented assets and high-conviction thematic strategies.

Explore our strategies

Our approach

Built to recognize change.
Disciplined enough to navigate it.

Markets evolve. Technologies reshape industries. Risk and opportunity rarely remain static.

We combine established investment principles with the flexibility to adjust exposures, express conviction and respond to changing conditions.

How we invest

Investment strategies

Three strategies.
One investment philosophy.

01

Global Equity

Flexible exposure to global equity opportunities, with an emphasis on technology, growth and selected emerging themes.

Global growth · Technology · Adaptable exposure
02

Global Income

An income-oriented approach focused on credit selection, capital preservation and portfolio resilience.

Income generation · Credit selection · Risk management
03

Global Conviction

An unconstrained global equity strategy centered on high-conviction companies and durable thematic trends.

Independent thinking · Selective conviction · Global scope

Investment discipline

Conviction is earned
through rigorous analysis.

01

Research before conviction

Investment ideas are evaluated through fundamental and technical analysis, with attention to valuation, market behavior and structural change.

02

Flexibility with purpose

Portfolio exposures may evolve with market conditions, using the appropriate instruments to express views or manage risk.

03

Risk as part of the decision

Positioning, liquidity, concentration and downside exposure are considered alongside return potential.

Our team

Experience across markets,
cycles and strategies.

Stingray brings together investment judgment, global-market experience and disciplined execution.

CO

Carlos Otaola Perez

Founder and Portfolio Manager

Carlos brings more than two decades of experience across capital markets, derivatives and investment strategy, including experience at HSBC Private Bank and Multiplicas Investment Advisers. His approach combines fundamental and technical analysis with the selective use of derivatives, futures and long/short positioning to express conviction and manage market exposure.

LZ

Luis Zoghbi

Investment Team

Luis brings more than 15 years of private-banking experience advising high-net-worth individuals across multiple jurisdictions. His experience supports options and derivatives implementation, tactical execution and alignment with the portfolio's risk framework.

Contact

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conversation.

For information about Stingray Global and its investment strategies, please contact us.

info@stingrayglobal.com