La ESTRATEGIA detrás del ÉXITO FINANCIERO | ING. CARLOS SLIM EN CRACKS PODCAST
2 Oct 2025 · 3 min
2:53
Carlos Slim recounts the history and strategy of an investment fund he founded in 1981 that delivered roughly 15 years of returns exceeding 20% in U.S. dollars. He gives specific purchase-year valuations (early 1980s) for companies such as Anderson Clayton and Elmex and contrasts them with much larger valuations by 1994 to illustrate irrational market moves. He also describes a simple allocation rule: increase equity exposure heavily (about 70–80%) when stocks are very cheap, and reduce exposure (to roughly 60%) as prices rise, maintaining liquidity and avoiding forced borrowing.
Questions this video answers
1981.
About 15 years.
$1,900,000.
1982: 172 million; 1984: 316 million; 1994: 29,000 million.
About 70–80% invested in equities.
