Allfunds: Álvaro Perera on Allfunds' journey through the public markets

Southeastern Senior Analyst and Principal Julio Utrera interviews Álvaro Perera, Chief Financial Officer of Allfunds, about his career, the evolution of Allfunds, and the company's journey through the public markets.

Álvaro and Julio begin with Álvaro’s path to the CFO role and his experience steering Allfunds from private equity ownership through its 2021 IPO and subsequent corporate milestones. The conversation then turns to the resilience of Allfunds’ two-sided network infrastructure and why the underlying business fundamentals and quality remained compelling even when public market sentiment disconnected from reality and Southeastern took the opportunity to invest. They also discuss Allfunds’ dynamic capital allocation framework – including its shift toward decisive share buybacks at a deep valuation discount supported by Southeastern’s engagement efforts and management team shareholder alignment. Julio wraps up by learning more about what keeps Álvaro grounded beyond work.

Disclosure Information:

Current and future holdings are subject to change, and past performance is no guarantee of future results. This podcast was recorded in November 2026. This podcast should not be copied, distributed, published or reproduced in whole or in part.

Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold or recommended to advisory clients. The views and opinions expressed by the Southeastern Asset Management and Allfunds speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions. Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice and, because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speakers can be held responsible for any direct or indirect loss incurred by applying any of the information presented.

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Allfunds: Álvaro Perera on Allfunds’ journey through the public markets

Southeastern Senior Analyst and Principal Julio Utrera interviews Álvaro Perera, Chief Financial Officer of Allfunds, about his career, the evolution of Allfunds, and the company's journey through the public markets.