Investment Criteria

Important characteristics of companies targeted for investment include:

  • an established market niche

  • capable management team

  • strong financial position

  • history of sales growth and profitability

  • exports in excess of 60% of total sales

Annual sales are typically in the range of $5 - 50 million, with anticipated growth in excess of 30% per year.

Start-up ventures are only appropriate if the sponsor already has established demand and distribution networks outside of Mexico for the products or services to be provided, and is moving production to Mexico to meet that demand. All export industries and related services are considered, with the exception of natural resource projects and real estate development.

Key target industries include plastics, injection molding, electronic components, food processing, packaging, glass products, leather goods, furniture, etc.

The Fund will not invest in any companies that produce negative effects on the environment, or that may incur environmental liabilities.


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