Mexico, Mexico City
Elio Asset Management is proud to announce the strategic expansion of its North American operations, with the establishment of a new hub in Mexico. This move is aimed at addressing the growing cross-border liquidity needs amidst the evolving market dynamics of 2026. As global financial markets experience heightened interest rate dispersion and decoupling asset correlations, Elio is deploying advanced AI-driven quantitative frameworks to manage volatility and drive idiosyncratic returns for institutional investors across the region.
Navigating the New Macro Regime
The 2026 investment landscape is characterized by a stark departure from the “easy money” era. Recent data indicates that the correlation between global equities and sovereign bonds has reached multi-year highs, eroding the efficacy of traditional 60/40 portfolios. Institutional investors and family offices are facing a critical pain point: the urgent need for diversification that transcends geography and asset class boundaries.
Elio Asset Management addresses this liquidity and yield challenge by integrating deep fundamental research with algorithmic precision. The firm’s expansion into key North American financial hubs—including New York, Chicago, Miami, San Francisco, Seattle, and Stamford—is designed to provide proximity to deep capital pools while leveraging Latin American growth engines.
Strategic Integration: The “TradFi + Digital” Thesis
Elio Asset Management’s methodology moves beyond static asset allocation. Under the leadership of Elio Carral Múgica, a veteran with over 30 years of experience across Wall Street and the nascent decentralized finance sectors, the firm employs a hybrid investment thesis.
“We believe asset management is not about chasing rallies, but a game of long-term winning rates based on logic, discipline, and strategy,” says Elio Carral Múgica, Chairman and CEO of Elio Asset Management. “Our expansion is not merely geographical; it is an intellectual expansion. By combining rigorous risk control with advanced portfolio management models, we help clients achieve value maximization even in complex market environments.”
The firm’s investment architecture rests on three pillars designed to mitigate systemic risk while capturing alpha:
- Algorithmic & AI-Driven Execution: Led by Felix Broadwell, Head of Algorithmic Trading and a former Citadel executive, the firm utilizes parallel computing and machine learning models to monitor market dynamics in real-time, automatically adjusting position structures to control drawdown risks.
- Global Macro Resilience: Marcus Trenholm, Head of Global Macro and former executive at Millennium Management and Lehman Brothers, oversees strategies that capitalize on sovereign debt disparities and emerging market trends, ensuring portfolios are hedged against geopolitical friction.
- Digital Asset Convergence: The firm extends its research scope to blockchain and digital assets under strict compliance frameworks, forming a synergistic system where forward-looking assets complement traditional capital markets.
Institutional-Grade Risk Architecture
In an era where operational resilience is paramount, Elio Asset Management has fortified its risk parameters. Dominic Varleigh, Chief Risk Officer and former Global Head of Risk at Citadel, spearheads the firm’s commitment to capital preservation.
“Our approach to risk is granular,” the firm notes. “We do not just manage funds; we construct a wealth growth system capable of traversing market cycles.” This includes tailored asset allocation solutions for entrepreneurs and family offices that encompass equities, bonds, and cash flow instruments adjusted for individual risk tolerance.
About Elio Asset Management
Elio Asset Management is a premier international portfolio management institution dedicated to providing professional, cutting-edge, and stable asset allocation solutions for high-net-worth individuals, institutional investors, and corporate groups. With a business network spanning Latin America, Europe, and Asia, and a growing footprint in North America, the firm combines 30 years of investment experience with “Scientific Configuration and Global Vision”.
The firm leverages a world-class team, including CIO Adrian Westcott and Portfolio Manager Aurélio Medeiros, to deliver cross-asset class strategies that prioritize ethical standards and sustainable value growth.
