Ep. 90: Gus Araya, Cordillera Investment Partners | Finding Value in Alternative Assets

On this episode Shiv interviews Gus Araya, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, to discuss how PE firms can generate alpha by investing in alternative assets like marinas, music royalties, and spirits.Gus shares Cordillera’s approach to targeting niche, less correlated markets, using a repeatable process to source, diligence, and professionalize non-traditional assets. He explains how their flexible toolkit and operator partnerships create enterprise value.He also covers how to convince LPs to back unconventional strategies and why avoiding crowded sectors unlocks unique opportunities in private equity.The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.