Eduardo Laudares

Provides portfolio management

Mercatto is an active manager which performs macroeconomic analysis, sector analysis, business analysis and market analysis to make investments. Their Investment Committee analyzes exchange rates, interest rates, stock market, and policy scenarios, determines investment strategies and allocates resources. Through their Gestão Fundamentalista Ações fund, the firm performs fundamental analysis to identify companies with high value potential, focusing on those with high corporate governance, a strong balance sheet and significant dividends. Their Mercatto Estratégia Ações fund aims to provide medium and long-term returns, favoring the most liquid stocks. Mercatto's Diferencial Multimercado, Diferencial 30 Multimercado and Diferencial Institucional Multimercado funds aim to provide long-term returns by investing in various markets through transactions with federal government securities, shares and derivative instruments. Investment decisions are based on scenarios built from macro-and microeconomic analysis. The firm's Rendimento DI portfolio invests in sovereign bonds and forward operations on the Bovespa stock exchange, seeking to obtain returns above the CDI. Their Top Renda Fixa fund seeks to obtain superior returns to the CDI through a portfolio consisting of CDs, CCBs, CPRFs, debentures, CRIs and FIDCs. Mercatto performs VaR and stress testing to manage risk.

Itaú AM is an active manager which follows a disciplined investment process based on a collegial approach. They rely on a team of local analysts and economists to consider investment opportunities in Brazil, and more generally throughout Latin America. Through their investment funds, the firm seeks to generate consistent risk-adjusted returns. They perform fundamental analysis of listed companies and employ a bottom-up approach to make their investment decisions.

XP is an active manager which aims to provide above average risk-adjusted returns through their structured, listed and exclusive funds. Their structured products include investment funds, real estate investment funds and infrastructure investment funds. The firm’s listed funds can employ active or passive management and allow diversification across different assets in the same portfolio, bringing a balance between risk and return.

SBG is an active manager which bases their investment decisions on a process established by multiple investment committees. For the firm’s fixed-income and multimarket funds, they utilize a top-down approach to construct portfolios. Their macroeconomic committee defines a central economic scenario used by portfolio managers to make strategic and tactical investment decisions and their Fixed Income and Multimarket Committees determine asset allocation strategies. For equity funds, SBG employs a combination of top-down and bottom-up approaches, focusing on fundamental research.

Provides investment advice

Provides investment advice

Provides investment advice

Provides investment advice