The arena Puebla Investments operates in is driven by the inefficiencies and idiosyncrasies of the financial services industry with a particular focus on the insurance sector. We focus on assets that are typically misunderstood.
We work with our partners to structure our  investments in a way that best meets their  needs while also recognizing:
⦁ Balanced agreements, with appropriate risk/reward sharing mechanisms
⦁ Our downside protection
⦁ Our flexibility to control the exit
⦁ Requirement to have assets rated
Our Investment Process Includes
Investment Strategy Boxes
1

Implementation of disciplined investment strategy by identifying attractive investment opportunities

2

Rigorous due diligence performed to assess fundamental valuations

3

Evaluation and assimilation of the complex array of information

4

Formulation and execution of accumulation and exit strategies

5

Active monitoring of investments and market conditions

Our investments are structured in a consistent manner to ensure that the program is scalable and has the appropriate asset and legal safeguards. Examples include:
  • Ongoing Purchase Requirements: Contracts with counterparties negotiated to provide exclusivity for access to qualified claims, rather than transactions being a one-time purchase of claims. Allows for avoidance of adverse selection during sale process. Cash proceeds recycled into new claims

  • True-Sale Structure: Establish bankruptcy remote structures that (1) isolates the assets from any liabilities associated with the product (2) improves liquidity for secondary market opportunities

  • Requirement to Institute a Collection Account: The proceeds collected from the asset are to be paid into a specific account governed by a deposit account control agreement which will be automatically swept to an account owned by the investor. This mitigates the risk of asset misappropriation
Puebla Investments LLC
547 Alhambra Circle, Coral Gables FL 33134
Main Phone: +1.347.324.8497
Email:
Puebla Investments LLC
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