Research

Our clients have access to our analyses, to our proprietary analytical models and the support of our award-winning research team.

Research capabilities include quantitative and qualitative analyses of global economic, currency and financial market trends, as well as a credit analysis of corporate and sovereign fixed income bonds.

Our Equity Research team was named the best in Brazil for 2006, 2007, 2008, 2009 and second best in 2010 and 2011, according to the Institutional Investor magazine. The bank’s fixed income (credit) research team was named best in Brazil and Latin America in 2010, also according to Institutional Investor.

In 2012, we jumped from sixth to first place in the Research survey, with seven analysts ranking first in their respective sectors: North Andean Countries, Local Markets Strategy, Cement & Construction, Healthcare, Oil, Gas & Petrochemicals, Real Estate and Transportation. In total, we were ranked in 22 categories, more than double the 10 achieved in 2011. We are the first Bank from Latin America to achieve this recognition.

Three different and complementary research groups:

  • Macroeconomic Research: elaborates forecasts for global economic activity and currency, interest rate and commodity markets;
  • Equity Research: (i) forecasts equity market returns and issues recommendations on asset allocation, (ii) provides fundamentals-based, top-down analyses, forecasts and investment recommendations for companies and sectors in Latin America, and (iii) covers 227 publicly traded companies in Brazil, Chile, Peru, Colombia, Mexico and Argentina, representing one of the largest coverage universes in the region;
  • Credit (Fixed Income) Research: provides credit analysis and investment recommendations for companies and markets in Latin America.

The head of Research team from BTG Pactual is:

Gustavo Gatass

+55 (21) 2514-9600
Praia de Botafogo, 501 - 6º andar
Torre Corcovado - Botafogo
22250-040 Rio de Janeiro - RJ - Brasil

Main Awards

Brazil´s Best Brokerage

Institutional Investor 2012

Best Research House for Latin America

Institutional Investor 2012

Best Research House for Brazil

Institutional Investor 2012

Brazil Economics Research

Institutional Investor 2011, 2010

Brazil and LatAm Fixed Income / Credit Research

Institutional Investor 2010

Top Ranked Equity Research House in Brazil

Institutional Investor 2009, 2008, 2007 and 2006

Non-Brazilian Investor

Please, read the following comments about information published in the website.

This document is published exclusively for the purpose of providing information and conferring transparency to the management carried out by BTG Pactual, and it is not the Offering Memorandum of the Funds and is not to be considered as an offer for the sale of shares of the Funds or of any other security.

Some of the Funds are not listed on the Cayman Islands Stock Exchange and are accordingly prohibited from making an offering to the public in the Cayman Islands.

In some cases, no registration statement has been filed with the United States Securities and Exchange Commission or any State Securities Authority with respect to the offering of the Funds shares.

Not all the Funds presented here have their shares registered under the United States Securities Act of 1933, as amended.

This document is not destined to investors with residence in Brazil.

The Funds may not be offered, sold, redeemed or transferred in Brazil.

The offer and sale of the Funds shares in certain jurisdictions may be restricted by law.

Before subscribing for the shares, each prospective investor should (i) carefully read and retain the Offering Memorandum of the Funds and the relevant Supplement or Annex in respect of the portfolio and/or class of shares; (ii) consult with his/her/its own counsel and advisors as to all legal, tax, regulatory, financial and related matters concerning an investment in the Funds.

Past performance does not guarantee future results.

BTG Pactual takes no responsibility for the accidental publication of incorrect information, nor for investment decisions taken based on this material.

Access to this document or use of the services or information provided herein is prohibited by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law, rule or regulation.