Luis Ortega Muñoz

Luis Ortega Muñoz, holding dual citizenship in Spain and the United States, is the Founder and Chief Investment Strategist of Aurevio Capital.

With over 35 years of experience in policy, academia, and practical investment, he leads the firm’s research team and partners to deliver innovative financial strategies.

Since 2021, Aurevio Capital has launched quarterly quantitative stock strategies with the following results:

2021 Q2–2022 Q1 (April–June 2021): Value stocks + Global interest rate differential trading, with a team return of +82%.

2022 Q3–2023 Q1 (July–September 2022): Energy stocks + Inverse USD bond positioning, generating an overall return of +140% for the firm's members.

2023 Q4–2024 Q2 (October–December 2023): High-dividend stocks + Structured notes, achieving an annual return of +231%.

2024 Q3–2025 Q1 (July–September 2024): Discounted value stocks + High-yield assets, with an annualized return of +347%.

The fifth strategy, currently under preparation, will focus on ESG value stocks and cross-market arbitrage, aiming for a single-period return of over 400%.

Through a rigorous back-testing system, layered risk control framework, and deep market insights, Professor Luis Ortega and his team continuously provide robust value-enhancement solutions to top family offices and institutional investors, consistently achieving outstanding results in the dynamic global market landscape.