Antonio Lobato
Partner and head of Data Science
For 3 years, Antonio worked in Data Science and Quantitative Research & BI areas, in addition to managing a multidisciplinary IT team, at Banco BOCOM BBM. He is an electronic and computer engineer, graduated from UFRJ as the best student in class, and he has a master’s degree in Electrical Engineering from COPPE/UFRJ, with publications in national and international conferences.
Felipe Campos
Partner, CEO and equity co-CIO
For nine years (2009 - 2017), Felipe was the partner responsible for equities at Kondor Invest, where he was the manager of the Long Short Fund since its inception and the Long Only Fund since 2015. His career started in the BBM Group (1999 - 2008), passing through several areas first as an analyst and then equities PM. Between 2008 and 2009, he was co-PM at Banco Itaú BBA. He is an engineer from UFRJ and holds an MBA in Finance from FGV.
Gustavo Lima
Partner and equity analyst
Gustavo was an equity analyst in the paper and pulp, mining, steel and food sectors at Kondor Invest (2017 - 2018). After attending the risk area of Oceana Investimentos (2010) and market research at the Institute of Engineering and Management (Visagio Group, 2011 - 2013), he joined Tese Investimentos in 2013. In Tese, he was part of the risk management (2013 - 2015) and, after, participated in the management team, focused on macro-global trades (2015 - 2016). He is an Industrial Engineer graduated from UFRJ and hold a master’s degree in Macroeconomics and Finance from PUC-RJ.
Gustavo Ribas
Partner, Deputy CEO and real estate CIO
For the last seven years, Gustavo was an executive of 3G Capital, first as an investment professional and member of 3G Brazil Investment Committee, and later as the Global Head of Real Estate at Restaurant Brands International, a 3G portfolio company and parent of Burger King, Tim Hortons and Popeyes. From 2010 - 2012, he was an equity research associate in Itaú Asset Management’s hedge fund group. His career started at BBM Bank in the derivatives and high yield debt financing department. He holds an Economics degree from UFRJ, a Law degree from UERJ and a master’s in Finance from FGV.
João Aragon
Partner and COO
For four years (2012 - 2016), João was partner and responsible for the operations and risk areas of Tese Investimentos. His career started at RiskControl (2007 - 2009), a BBM Group company, going through development and support areas. Between 2009 and 2012, he was a risk analyst and operations at Pollux Capital. He holds a degree in Electrical Engineering from PUC-RIO, a master's degree in Finance from FGV and a certification from Financial Risk Manager.