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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001638081

RWC ASSET ADVISORS (US) LLC

MIAMI, FL · File #028-19400

Latest AUM
$527.9M
Positions
13
Top-10 Concentration
99.0%
Filings
12

Sector Allocation

Materials
16.4%$86.3M
Industrials
15.1%$79.8M
Financials
5.8%$30.4M

Filing History

View all filings →

Top 13 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SOCIEDAD QUIMICA Y MINERA DE8336351051,462,794$100.6M19.07%
2VALE S AVALE6,523,762$85.0M16.10%
3EMBRAER S.A.EMBJ1,239,061$79.8M15.11%
4GOLD FIELDS LTDGFIOF1,730,879$75.6M14.32%
5ALIBABA GROUP HLDG LTDBBAAY450,350$66.0M12.51%
6MERCADOLIBRE INCMELI24,608$49.6M9.39%
7KANZHUN LIMITEDBZ1,509,151$30.8M5.83%
8GRUPO FINANCIERO GALICIA S.AGGAL564,498$30.4M5.77%
9PDD HOLDINGS INCPDD24,040$2.7M0.52%
10CORPORACION AMER ARPTS S AL1995B10782,327$2.1M0.41%
11GRUPO AEROMEXICO SAB DE CV40054J10992,412$2.0M0.38%
12LOMA NEGRA C I A S A MTN 1454150E104144,315$1.9M0.35%
13SOUTHERN COPPER CORPSCCO9,348$1.3M0.25%