About Acies Capital

We see before we move.

Acies is a capital markets research publication built on a single discipline: documented conviction. We see before we move.

Most market commentary is noise manufactured after the fact — analysis written to fit what already happened. Acies inverts the process. Every thesis is recorded before the position. Every position is published before it moves. The paper portfolio is the proof of work.

The focus is cross-border capital flows — specifically the corridor between Mexico, the US, and global emerging markets. We write for people who understand that risk doesn’t respect borders, and that the most interesting opportunities live in the friction between two jurisdictions.

From the Latin: acies

One word. Three meanings.

The name says nothing obvious about finance and everything precise about the method. It describes not the asset class or the geography, but the analytical standard.

ACIES I

The Edge

The sharp cutting edge of a blade. In markets: the analytical edge that produces differentiated conclusions from shared information.

ACIES II

The Formation

A disciplined military formation arranged before engagement. In markets: the portfolio positioned with a documented thesis before the move.

ACIES III

The Sight

Keen, piercing vision — seeing clearly at distance. In markets: identifying mispricing before consensus acknowledges it.

For the avoidance of doubt

What Acies is, and is not

Acies is
Acies is not
A research publication with a documented track recordAn investment adviser or fund manager
An independent voice with no institutional conflictsA signal service or trade-copying platform
A publication that documents theses before positionsA publication that constructs theses after outcomes
A framework for cross-border capital flowsA Mexico-only or US-only research service
Bilingual and fluent in both marketsA translation service for US-centric research
Accountable to two separate, relevant benchmarksA publication that curates its own track record

The Acies voice

Declarative, on the record

Analysis concludes. Views are stated. Numbers are specific. The Acies voice accepts the risk of being wrong on the record — the precondition for being credibly right on it. A publication that never states a view with conviction produces a track record that means nothing.

Independence & governance

No conflicts, no exceptions

Acies accepts no compensation from any issuer or institution for coverage. It is operated by a Finance graduate and former CFO with hands-on cross-border experience, bilingual in English and Spanish. Full disclosures →