Profil
André Ricardo Carvalho currently works at Principal Asset Management Ltda., as Portfolio Manager from 2024.
Mr. Carvalho also formerly worked at UBS Pactual Asset Management SA DTVM, as Director & Portfolio Manager from 2000 to 2009, Banco Modal SA, as Trader from 1997 to 1999, SDA Gestão de Recursos Ltda., as Partner & Portfolio Manager from 2010 to 2012, Plural Gestão de Recursos Ltda., as Senior Portfolio Manager from 2016 to 2018, Tese Gestão de Investimentos Ltda., as Partner & Portfolio Manager from 2012 to 2016, and Mongeral Aegon Investimentos Ltda., as Head of Portfolio Management from 2018 to 2023.
Postes actifs de André Ricardo Carvalho
| Sociétés | Poste | Début |
|---|---|---|
Claritas Administração de Recursos Ltda.
Claritas Administração de Recursos Ltda. Investment ManagersFinance Principal Asset Management is an active, risk-aware manager which aims to generate profitability using a solid and disciplined process combined with top-down and fundamentalist macroeconomic analysis in the choice of assets. They offer differentiated products with active management in the classes of Variable Income, Macro, Private Credit, Alternative Investments, Quantitative, Pensions and Investments Abroad. | Gestionnaire de Portefeuille-Actions | 01/05/2024 |
Anciens postes connus de André Ricardo Carvalho
| Sociétés | Poste | Fin |
|---|---|---|
Mongeral Aegon Investimentos Ltda.
Mongeral Aegon Investimentos Ltda. Investment ManagersFinance Provides investment advice | Director of Investments | 01/04/2023 |
Plural Gestão de Recursos Ltda.
Plural Gestão de Recursos Ltda. Investment ManagersFinance Brasil Plural Gestão is an active, risk-aware manager which seeks to preserve capital and maximize returns and outperform the market by investing in a wide range of assets, themes and strategies. The firm constructs portfolios based on comprehensive fundamental analysis and rigorous monitoring of risk. They benchmark funds to the CDI interbank rate, hedge funds, credit funds, equity funds, offshore funds and alternative investment vehicles. | Gestionnaire de Portefeuille-Actions | 01/08/2018 |
Tese Gestão de Investimentos Ltda.
Tese Gestão de Investimentos Ltda. Investment ManagersFinance Tese Investimentos implements investment strategies based on macroeconomic theses, operating both in the Brazilian market and in several global markets. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
SDA Gestão de Recursos Ltda.
SDA Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
UBS Pactual Asset Management SA DTVM
UBS Pactual Asset Management SA DTVM Financial ConglomeratesFinance Investment adviser | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Banco Modal SA
Banco Modal SA Investment Banks/BrokersFinance Provides investment banking services | Finance |
UBS Pactual Asset Management SA DTVM
UBS Pactual Asset Management SA DTVM Financial ConglomeratesFinance Investment adviser | Finance |
SDA Gestão de Recursos Ltda.
SDA Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Finance |
Claritas Administração de Recursos Ltda.
Claritas Administração de Recursos Ltda. Investment ManagersFinance Principal Asset Management is an active, risk-aware manager which aims to generate profitability using a solid and disciplined process combined with top-down and fundamentalist macroeconomic analysis in the choice of assets. They offer differentiated products with active management in the classes of Variable Income, Macro, Private Credit, Alternative Investments, Quantitative, Pensions and Investments Abroad. | Finance |
Plural Gestão de Recursos Ltda.
Plural Gestão de Recursos Ltda. Investment ManagersFinance Brasil Plural Gestão is an active, risk-aware manager which seeks to preserve capital and maximize returns and outperform the market by investing in a wide range of assets, themes and strategies. The firm constructs portfolios based on comprehensive fundamental analysis and rigorous monitoring of risk. They benchmark funds to the CDI interbank rate, hedge funds, credit funds, equity funds, offshore funds and alternative investment vehicles. | Finance |
Tese Gestão de Investimentos Ltda.
Tese Gestão de Investimentos Ltda. Investment ManagersFinance Tese Investimentos implements investment strategies based on macroeconomic theses, operating both in the Brazilian market and in several global markets. | Finance |
Mongeral Aegon Investimentos Ltda.
Mongeral Aegon Investimentos Ltda. Investment ManagersFinance Provides investment advice | Finance |
















