Habemus was founded in 2020 with a clear focus: to develop and act on research-driven investment theses in commodity markets.

From the beginning, our work has centered on structural imbalances — commodities in deficit, supply chains under pressure, and markets where geopolitical forces create asymmetric return profiles that traditional price-based analysis often fails to capture.

In our early years, we also developed Grupo Habemus — a parallel initiative focused on critical thinking and geopolitical analysis. While not a commercial activity, it reflected the same analytical rigor that underpins our investment approach.

That initiative concluded in 2022, allowing us to fully concentrate on what defines our work today: disciplined, research-driven analysis applied to commodity markets.

Our approach remains consistent.
We refine our frameworks.
We deepen our understanding.
We act with conviction.

Curious about our methodology or strategy? Visit our FAQ.