Asset management - Investment Solutions - Financial Advisory

real assets

CIMA™ HOLDING
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ABOUT US

At CIMA™ HOLDING, we apply our strengths as a global alternative asset manager and advisory firm to deliver solutions, unlock value and propel growth. We invests across four segments – Corporate Private Equity (buyout and growth capital), Real Assets (real estate, infrastructure and energy), Global Market Strategies (structured credit, mezzanine, distressed, hedge funds, and middle market debt) and Investment Solutions (funds that invest in private equity funds).

CORPORATE PRIVATE EQUITY

Our Corporate Private Equity business is a powerful combination of a diverse and experienced team and our unique international relationships and footprint. We have a strong track record of providing a professional shareholding partnership for mid- to late-stage companies across a wide range of industries that require equity funding for expansion or to finance changes of ownership, such as acquisitions or management buy-outs.

REAL ASSETS

Real assets such as infrastructure and real estate are considered to be a step up in the risk-return curve from cash and fixed income – without having to take on the risk associated with equities. CIMA™ HOLDING invests in securities backed by tangible real assets, with the objective of achieving attractive total returns over the long term, while maximizing the potential for real returns in periods of rising inflation.

GLOBAL MARKET STRATEGIES

CIMA™ HOLDING has an advantage over traditional strategies in that broader and more sophisticated investment strategies can be executed in achieving positive returns with lower volatility in rising and falling markets. Our primary aim is to reduce volatility and risk while attempting to preserve capital and deliver positive returns under all market conditions. Our deep expertise and global perspective provides a well-informed viewpoint on the financial marketplace.

INVESTMENT SOLUTIONS

Investment Solutions helps clients meet their objectives through tailored portfolio construction and implementation. The Investment Solutions platform gives investors access to the large and complex universe of alternative investment strategies—private equity, real estate and hedge funds—on a global basis. We assess client needs and build customized portfolios that allocate capital efficiently across our family of alternatives as well as direct access to our proprietary products.

ASSET UNDER MANAGEMENT BY SEGMENT



EQUITY INVESTED BY INDUSTRY



ASSET UNDER MANAGEMENT BY GEOGRAPHY



ASSET UNDER MANAGEMENT (AUM) vs INDEXES



DINAMIZATION

CIMA™ HOLDING understands what our clients face. We appreciate the impact of crisis and reaction to crisis. We understand that transformational change is permanently on the strategic agenda. Survival and growth strategies place enormous pressures on operational environments. To comprehend and overcome the complexities demands more than financial services consulting. It takes clients who see a need for lasting and positive outcomes.

VALUE CREATION

We don’t simply have clients. We have “CIMA™ HOLDING Clients”. Meaning? We pride ourselves on a highly detailed and individual knowledge of every one of our clients. It’s a knowledge built up from deep dive assessment of the specifics: current state, challenges and opportunities. We also understand the business drivers of the industry that is our exclusive focus: global financial services.

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WE CREATE AND EXECUTE A CUSTOMIZED PLAN FOR EACH OF OUR INVESTMENTS. WE WORK EVERY DAY TO MAKE THEM BETTER: THIS IS THE CORE OF OUR BUSINESS.
A. HERNÁNDEZ LARA, EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER – CIMA™ HOLDING
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WHY CIMA™?

Working together for a common goal begins within CIMA™ HOLDING. We believe that much of our success to date is attributable to the unique culture of our firm and the values we live by: honesty; respect for our colleagues and others with whom we interact; teamwork; excellence, innovation and creativity; shared accountability for both our successes and shortcomings; the fortitude to say no when necessary; and a sharing of financial results and credit throughout our firm.

EXCELLENCE

In our pursuit of excellence, we aspire to be the best at what we do and lead by example. We set high standards – each of us as individuals and the firm as whole – and consistently try to exceed them. We attract self-motivated, highly capable, results-oriented people and invest heavily in their development. We strive for diversity, recognizing that people with different backgrounds make us a stronger and more effective organization.

ENTREPRENEURSHIP

We constantly strive to be innovative — questioning accepted wisdom, creating new ideas and new approaches, and never resting on our laurels. We are self-starters with a “can-do” approach and a willingness to take prudent risks. We work passionately to retain the entrepreneurial spirit that created our firm and to fight against politics and bureaucracy.

ACCOUNTABILITY

We readily accept accountability for our actions, inactions and decisions, both individually and as a firm. We also embrace the implied responsibilities of our one-firm approach: the obligation to speak up and say what we think and to respect and listen to those who do the same. We also have the fortitude to say “no,” even at the eleventh hour. We deliver on our commitments – to our stakeholders, our partners and one another.

TEAM WORK

Teamwork is at the heart of how we operate. We pride ourselves on our one-firm approach, working proactively and collaboratively across businesses and geographies to achieve the best possible results. We continually look for ways to help one another, no matter the issue or where the opportunity resides. In keeping with this approach, every person at CIMA owns equity and shares in our success.

INTEGRITY

We conduct ourselves with integrity in everything we do. Our reputations – as individuals and as a firm – are paramount. Our word is our bond – we say what we mean and we do what we say we will do. As a learning organization, we are self-critical – acknowledging our mistakes and trying always to learn from them.

INDEPENDENT OPINION

As independent advisors, our maximum priority are our clients. Working with our company implies working with advisors that take care continuosly for customer satisfaction, maximizing their interests, providing the best possible analysis and finding the most optimum solution for every need.

EXCELLENCE
80%
ENTREPRENEURSHIP
75%
ACCOUNTABILITY
85%
TEAM WORK
90%
INTEGRITY
85%
INDEPENDENT OPINION
70%
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IN GENERAL, WE HOPE TO BE ABLE TO BUY A STOCK AND NEVER SELL IT. […] I THINK THAT IF YOU LIMIT YOUR BUYING TO THINGS YOU WILL BE ABLE TO OWN FOR A LONG TIME, YOU WILL PUT MORE THOUGHT IN TO WHETHER TO BUY IT OR NOT AND THAT LEADS TO BETTER LONG-TERM DECISIONS.
J. HERNÁNDEZ, CHAIRMAN, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER – CIMA™ HOLDING
our-team

OUR TEAM

We have gathered a team of industry professionals who share a vision for how an asset management company can and should operate. We are united by a shared belief in the value of simplicity, transparency and openness. From research, to portfolio management, to client service, the investment team is responsible for managing a process that is highly collaborative and based on the scientific principles of open inquiry, testing, analysis, peer review and thoughtful execution. Most importantly, we are committed to the goal of exceptional long-term management of our clients’ investments.

J. Hernández

J. Hernández

CHAIRMAN, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER
A. Hernández Lara

A. Hernández Lara

EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER
G. Martinez Ferraz

G. Martinez Ferraz

MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER
I. M. Rodríguez

I. M. Rodríguez

EXECUTIVE VICE PRESIDENT & GLOBAL HEAD OF DISTRIBUTION
J. Hernández

J. Hernández

CHAIRMAN, CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER
A. Hernández Lara

A. Hernández Lara

EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER
G. Martinez Ferraz

G. Martinez Ferraz

MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER
I. M. Rodríguez

I. M. Rodríguez

EXECUTIVE VICE PRESIDENT & GLOBAL HEAD OF DISTRIBUTION
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BY THE NUMBERS

We build portfolios that are rooted in fundamental research, bottom-up stock selection, macro perspectives and risk controls appropriate for our client base. We are dedicated to fostering long-term, solutions-based relationships with our clients and earning their confidence through the consistent delivery of alpha across a wide range of equity offerings.

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MILLIONS ASSETS UNDER MANAGEMENT

2

MILLIONS ASSETS UNDER ADVISEMENT

765

THOUSANDS IN MANAGED PORTFOLIO ASSETS

875

THOUSANDS IN PROPRIETARY INVESTMENTS

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CONNECT WITH CIMA™
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ASSET MANAGEMENT

Our investments span a wide range of values in businesses large and small. We play a vital role in providing businesses with the capital to realize their growth potential. We uncover value by identifying great companies and enhancing their performance by providing patient capital and partnering with strong management teams. This capital helps our portfolio launch new business initiatives, make game-changing acquisitions and upgrade technologies and systems to support their long-term plans.

ALIGNED

Putting our clients’ interests first is at the core of our asset management philosophy. We focus on building strong relationships with our clients an this is why we are capable to ensure company interests are always aligned. We also custom-tailor our investment strategies to a client’s specific needs.

VALUE-DRIVEN

We seek to put capital to work in situations where we can create value directly via our actions, not simply fortunate market timing. Partnering with strong management, investing in growth, achieving operational improvements and applying our global resources are all part of our formula for building value.

DIVERSIFIED

CIMA™ HOLDING funds invest in a wide range of industries, geographies and investment themes to deliver optimal results. And our hedge fund solutions business encompasses a wide range of investment strategies across markets.

SYNERGISTIC

The synergy among CIMA™ HOLDING ‘s diverse global operations adds to our insights and opportunities. We draw from all of the sectors in which our firm participates to bring the best ideas and judgment to our investors.

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FINANCIAL ADVISORY

Our clients trust advisory services to provide thoughtful, custom-tailored solutions that help drive their strategic and financial goals. Known for our ability to handle complex and highly confidential situations, we bring to the table deep experience across various market cycles, vast intellectual capital, unconventional thinking and a problem-solving approach. These qualities, plus the resources of our global network and an unwavering commitment to putting clients’ interests first, make our company a valued long-term strategic partner for our clients.

INTELLECTUAL CAPITAL

Senior members of CIMA™ HOLDING’s team devote themselves to personally serving clients’ needs. They have deep experience at world-class financial advisory and restructuring practices. This deep pool of intellectual capital gives us exceptional insight into our clients’ needs, and an intuitive grasp of the right strategic solutions and transaction structures.

INNOVATION

CIMA™ HOLDING delivers innovative solutions to our clients’ most challenging and complex needs. The broad experience and unconventional wisdom of our team allow us to develop solutions – such as creative deal structures or financing vehicles – that “get the job done” for clients.

INVESTOR FOCUS

Our “owner-investor” mindset is unmatched by other firms. CIMA™ HOLDING’s role as a leading global investor gives us the ability to see advisory assignments from both a client’s and an owner’s point of view, providing a distinctive perspective on value creation.

INTERNATIONAL SCOPE

The ability to tap into CIMA™ HOLDING’s global network of corporations, governments and institutions gives us – and our clients – access to unsurpassed resources and relationships around the world.

get-connected

GET CONNECTED

Participating in social media has become a business imperative and, regardless of industry group or ownership structure, social media is rapidly moving up the boardroom agenda. CIMA™ HOLDING uses social media to share the latest global industry trends & encourage you to share your views & connect with like-minded professionals.

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  • Excellent service. We are extremely impressed by your attention to detail, great communication and also your advice on all areas.

    A. R. Schweitz. Business Development Manager - OSSCube X Services
  • Your service is not just about the obvious things that you would expect from an asset management firm.It is the way that you are so committed with us.

    M. Yol Laokwansatit. Senior Executive Vice President - SCB T.Solutions
  • Thank you for the very professional and courteous manner in which yourselves and the whole of your staff are working with us.

    K. N. Agarwal. Director of Sales - Compunnel Resources
clients
Ujjivan
SCB Securities Co. Ltd.
Qingdao Xinghe Machinery Co., Ltd.
SCB Securities Co. Ltd.
Online Asset Co. Ltd.

CONTACT US

Fostering an open communication environment is important to us. We encourage you to share with us your questions, comments or ideas on any area of CIMA™'s operations. Please complete the form below to request any information on our products and services.

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