Daniel Vargas has 19 years’ experience in global investment management and research. Mr Vargas has been the Portfolio Manager of the Moneda LatAm Investment Grade Fund since 2016. Mr Vargas rejoined Moneda in 2011 as Head of the Latin America Research team, overseeing a team of 9 analysts covering fixed income and equity issuers in the region, where he led the team for five years.
From 2008 to 2011, Mr Vargas was an equity research analyst at Neuberger Berman in New York City covering global technology stocks. Previously, he worked as a Latin America corporate credit analyst at Moneda Asset Management from 2000 to 2006 based in Chile, where he served as a senior member of the Latin America investment team.
Mr Vargas holds an MBA from Columbia Business School and an industrial engineering degree from the Pontificia Universidad Católica de Chile. He holds the Chartered Financial Analyst designation.
Wholesale Client Acknowledgement and Important Notices
Before reviewing the information regarding any funds on this website, please confirm that you qualify as a Wholesale Client as outlined below, and have read the Important Notices.
Information is provided only for use by ‘Wholesale Clients’ (as defined under the Corporations Act) ordinarily resident or viewing this website in Australia. To apply for interests in a fund, you must qualify as a ‘Wholesale Client’ and by proceeding to review any material on this website, you are representing to Brookvine that you meet one or more of the ‘Wholesale Client’ tests (summarised below) and you:
Have available investable funds and your potential investment in the fund is at least $500,000; or
Can or have provided a current signed Qualified Accountant’s Certificate declaring that you have
net assets of at least $2,500,000; or
a gross income for each of the last 2 financial years of at least $250,000 per year; or
Can certify that you are a ‘professional investor’ (which is a permitted subcategory of Wholesale Client), which includes any person who:
controls at least $10 million (including any amount held by an associate or under a trust that the person manages) for the purpose of investment in securities
is a licensed or exempt dealer and is acting as principal
is a regulated superannuation fund, an approved deposit fund, a pooled superannuation trust, or a public sector superannuation scheme within the meaning of the Superannuation Industry (Supervision) Act 1993 if the fund, trust or scheme has net assets of at least $10 million
is a person who is regulated by APRA (other than a trustee of a superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme); or
is a person who is a body registered under the Financial Corporations Act 1974; or
is a listed entity or a related body corporate of a listed entity; or
is an exempt public authority; or
is a person who is a body corporate or an unincorporated body that carries on a business of investment in financial products, interests in land or other investments, and for those purposes invests funds received following an offer or invitation to the public where the terms of the offer provided for the funds subscribed to be invested for those purposes; or
is a foreign entity that, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
Institutional Client Acknowledgement and Important Notices
Before reviewing the information regarding any funds on this website, please confirm that you qualify as a Wholesale Client as outlined below, and have read the Important Notices.
Information is provided only for use by ‘Wholesale Clients’ (as defined under the Corporations Act) ordinarily resident or viewing this website in Australia. To apply for interests in a fund, you must qualify as a ‘Wholesale Client’ and by proceeding to review any material on this website, you are representing to Brookvine that you meet one or more of the ‘Wholesale Client’ tests (summarised below) and you:
Have available investable funds and your potential investment in the fund is at least $500,000; or
Can or have provided a current signed Qualified Accountant’s Certificate declaring that you have
net assets of at least $2,500,000; or
a gross income for each of the last 2 financial years of at least $250,000 per year; or
Can certify that you are a ‘professional investor’ (which is a permitted subcategory of Wholesale Client), which includes any person who:
controls at least $10 million (including any amount held by an associate or under a trust that the person manages) for the purpose of investment in securities
is a licensed or exempt dealer and is acting as principal
is a regulated superannuation fund, an approved deposit fund, a pooled superannuation trust, or a public sector superannuation scheme within the meaning of the Superannuation Industry (Supervision) Act 1993 if the fund, trust or scheme has net assets of at least $10 million
is a person who is regulated by APRA (other than a trustee of a superannuation fund, an approved deposit fund, a pooled superannuation trust or a public sector superannuation scheme); or
is a person who is a body registered under the Financial Corporations Act 1974; or
is a listed entity or a related body corporate of a listed entity; or
is an exempt public authority; or
is a person who is a body corporate or an unincorporated body that carries on a business of investment in financial products, interests in land or other investments, and for those purposes invests funds received following an offer or invitation to the public where the terms of the offer provided for the funds subscribed to be invested for those purposes; or
is a foreign entity that, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.