Marcello Silva
20 years of experience with experience at Constellation Asset Management
Who we are
Marcos Matsutani
Over 15 years of experience with experience at Itaú and Constellation Asset Management
Rodrigo Nasser
Over 20 years of experience with experience at TOTVS, Netshoes and Itu Partners
Marcelo Zago
Over 20 years of experience working at Estáter.
Patrícia Sakai
Over 15 years of experience in Operations, having worked at GL Asset Management and Cox Capital Management
Rafael Monnerat
Over 10 years of experience with experience at Dash to Dot and Constellation Asset Management.
We are investors driven by constant research. We focus on carefully selected businesses, that are run by teams with well-aligned incentives, and have solid prospects for long term growth.
How we do it
The Research Journey: For us, this is an infinite process of interaction, to achieve a profound understanding of each case. We maintain the traditional research checklist, but with a significant difference in the amount of time spent on benchmarks.
Our strategy
Long only, fundamentalist, long term
“When you look at the chart for something that’s gone up and to the right for 20 years, think about all the times a holder would have had to convince himself not to sell.”
Howard Marks