Gatun Capital
Gatun Capital is based in Panama City.
What defines this house is not a single rule, but the way we test before a rule applies: against an untouched period, against costs, against our own assumptions. We have developed this way of working over years, and we continue it.
What can be said about it stands on this page. Everything further we discuss in person.
Patience is not the absence of action, but its precondition.
We report results year by year, over the entire measurable period and without selecting individual stretches. What comes from a backtest is labelled as such and is never mixed with results actually achieved.
They sit in the client area — there together with everything that belongs to them: period, costs, assumptions, and the separation between development and validation.