Who We Are:

We are a Brazilian asset manager focused on investing in high-quality global public companies. Our strategy is to acquire minority stakes in businesses with high returns on invested capital, durable competitive advantages, and the ability to compound capital over the long term.

We concentrate on companies that are well-positioned to benefit from secular trends and structural shifts in their industries. While we invest exclusively in public markets, our investment process is rooted in a growth equity mindset. We prioritize companies with large, underpenetrated addressable markets, efficient go-to-market strategies, strong product-market fit, and management teams deeply aligned with long-term value creation.

Why Do We Exist:

We believe exceptional businesses exist across the globe, yet many Brazilian investors maintain a strong home bias—overweighting domestic equities, often at the expense of more efficient global portfolio allocation.

While Brazil has some high-quality companies, we believe the most well-positioned businesses to capitalize on transformative secular trends—such as artificial intelligence, embedded finance, biotechnology, and robotics—are listed abroad. Our goal is to help Brazilian investors strategically allocate their capital to benefit from these global trends and achieve attractive long-term returns.