A Hidden Gem in Colombia

For the past year I’ve been talking about the “Golden Age of Latin America”, and it has played out almost exactly as my original thesis predicted. LatAm is a vast region that has been largely overlooked by investors for years, but is now regularly making front page news due to a combination of market dynamics, political trends, economic policies, and strategic shifts in global trade and geopolitics.

Here is the 1-Year performance of the region’s largest economies vs. the S&P 500:

🔴US (SPY): +14%
🟢Brazil (EWZ): +41%
🟢Colombia (COLO): +41%
🟢Mexico (EWW): +39%
🟢Chile (ECH): +30%

In addition to the region’s widespread outperformance, in November I wrote about a “Sleeping Giant in Latin America”, a specific stock that was perfectly set up to capture two major trends. It was positioned beautifully to take advantage of both rising oil prices into 2026 (a very contrarian view at the time) as well as a right-wing victory in Colombia’s upcoming election. That company was EcoPetrol ($EC), Colombia’s national energy giant.

Well… since my post 4 months ago, $EC is now up +56%.

I have now found a new stock that is sitting in a similar situation and should take full advantage of the Golden Age sweeping across Latin America. It’s not another sleeping giant, but more of a Hidden Gem. This is a company with strong fundamentals, incredible market positioning, and also has a major catalyst coming up that could easily send it’s stock to new decade highs. Let’s dive in…