Asset Management
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Asset
Management

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 more than 150 employees operating from offices in the largest financial hubs in Latin America, North America and Europe

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.

As of March 2018, BTG Pactual and its affiliates had US$ 49.5 billion in assets under management and administration, making it one of the largest asset managers in Latin America. 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.

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.