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BTG PACTUAL
ASSET MANAGEMENT

One of the largest independent asset managers in Latin America. With offices in several countries and a team of excellence, focused on the needs of our customers.

BTG Pactual is a global financial firm operating as a meritocratic partnership with a passion for consistently creating value for its clients and shareholders.

Our Asset Management business is an autonomous yet integral part of the broader BTG Pactual Group, sharing the long-term investing philosophy that has been employed by our team for more than thirty years.

We believe that our clients benefit not only from the group’s financial strength and on-the-ground presence, but also from our ability to provide a comprehensive range of financial services to a global client base. Our Asset Management division has expert team operating from local offices in the largest financial hubs in Latin America, North America and Europe.

graphic
icon-money

US$

AuM & WuM

305,7

billion

2024

BTG Pactual Asset Management’s competitive differentiators:

Our Investment Professionals.

We are led by a tenured senior management team with investment expertise across sectors, asset classes and geographies, as well as experience gained in leading our asset management activities through a variety of economic cycles and significant events.

Global Presence with Strong LatAm Roots.

We are one of Latin America’s largest asset managers, with offices and investment professionals around the world. We value and encourage the exchange of ideas, the evaluation of investment opportunities across borders, and diligent risk management and due diligence.

Partnership culture.

We believe our partnership model better aligns the interests of our investors and our senior investment team members. We act as one team, intensely focused on identifying appropriate investments and delivering attractive returns for our investors.

Research Capabilities.

BTG Pactual's research team is an industry leader with unparalleled investment research capabilities, including in equities, commodities, interest rates, currencies, macroeconomic trends, industries and companies. Our research informs our investment approach, and we believe is a significant factor in our strong competitive position globally.

BTG Pactual Asset Management provides asset management services through investment funds and managed portfolios. Our portfolio of products includes Latin American, emerging market and global funds, and encompasses several asset classes and strategies, such as fixed income, public equities, and structured products, as well as alternative investment vehicles, such as timberland, private equity, infrastructure and real estate opportunities. We manage funds that target a broad investor base, such as those distributed by third-parties, as well as single-entity funds or funds restricted to a limited number of investors.

We invest on behalf of institutional investors, including pension funds, corporations, insurance companies, financial intermediaries, governments, and high-net-worth individuals and family offices.

Our Offices

São Paulo
Av. Brigadeiro Faria Lima, 3.477 - 14º FloorPátio Victor Malzoni - Itaim BibiZIP Code 04538-133 São Paulo - SP – Brazil
Belo Horizonte
Av. Afonso Pena, 4.100 14º Floor - CruzeiroZIP Code 30130-009 - Belo Horizonte - MG – Brazil
Rio de Janeiro
Praia de Botafogo, 501 - 6º Andar Torre Corcovado - Botafogo ZIP Code 22250-040 Rio de Janeiro - RJ - Brasil
Curitiba
Rua da Glória, 251 - 4º Floor - Ed. Neo Corporate, Centro Cívico ZIP Code 80030-060 Curitiba PR - Brazil
Porto Alegre
Av. Carlos Gomes, 700, Conj.1601 - Platinum Tower - Bela Vista ZIP Code 90480-000 Porto Alegre - RS – Brazil
Recife
Av. Engenheiro Antônio Góes, 60 - 18º FloorRoom 1.801 - Bairro do Pina
Campo Grande
Rua 15 de Novembro, 2550 – ZIP Code 79002-140 Campo Grande – MS - Brazil,Room 610 - Campo Grande

Investment Philosophy

Culture and Management Philosophy

BTG Pactual's partnership culture is mirrored in the asset management business, where experienced Portfolio Managers, investment analysts, traders and researchers work together as a team for the benefit of our clients. Our Portfolio Managers manage strategies rather than specific funds or managed accounts, ensuring a focus, level of expertise and detailed knowledge that can be applied across a number of underlying products. All supported by pre-defined allocation rules, robust internal controls and strong operational infrastructure.

We have a global platform - our Portfolio Managers in different international offices interact daily. This close communication across strategies enhances idea generation, facilitates real-time risk management and delivers alpha for investors.