We combine on-the-ground, primary research with fundamental macroeconomics to generate compelling investment themes. We relentlessly test our investment ideas against real time market triggers and current events. This single, thematic framework informs virtually everything we do, driving the high-level of confidence, courage and conviction that seeks to yield superior investment returns across the liquidity spectrum.

Our Investment Strategies


In November 2003, Autonomy launched its flagship absolute return strategy. The liquid global macro strategy targets a diversified opportunity set of global exposures across the major macroeconomic asset classes. With an opportunity set including over 70 countries, the strategy is diversified between developed and emerging markets. The fundamental, thematic strategy typically results in 5-15 themes which generally have time horizons between 3 and 24 months.


Born as an extension of the firm’s macroeconomic views, Autonomy opportunistically offers real estate investment strategies.


Autonomy first began its opportunistic investing in real estate in 2006 based on a high conviction macroeconomic view on Brazil.


In December 2012 we started to explore unique opportunities in what we believed would be an upcoming revitalization of the Spanish economy and the Spanish real estate market. We developed a Spanish presence to focus on acquiring and managing high quality properties in prime locations.


Autonomy’s thematic investment process often yields opportunities better suited to less liquid, special situation or private equity-like structures. Strategically, Autonomy seeks to work with investors who have the ability/willingness to pursue such relationships.