Gávea Investimentos · Since 2003

Independent asset manager specialized in emerging markets.

Macro and micro analysis guide our management, with the goal of preserving capital and generating absolute returns over the medium and long term.

PRIVATE EQUITY

AGNOSTIC SOURCING

We seek across various sectors best-in-class partners, managers, and firms in Brazil.

INVESTMENT STRATEGY

Minority investments backed by robust governance and liquidity rights. Focus on rapid growth, where we can add value.

VALUE CREATION

Extensive track record in capital budgeting, strategic guidance, talent attraction, management compensation, among others.

TRACK RECORD

USD 5.4BN COMMITED CAPITAL¹.

Since strategy inception, realized exchange rates

57 INVESTMENTS.

54 DIVESTMENTS.

Examples:

re.green

Tropical forest restore at scale in Brasil

Investiment: 2022

Armac

Leading heavy equipment rental company in Brazil

Investiment: 2020

VTEXT

** Leading e-commerce platform in Latin America

Investiment: 2019

Mundo pet

** Largest pet shop chain in the NE region of
Brazil

Investiment: 2019

Stone

** Technology-driven payment solutions

Investiment: 2017

Grupo GPS

** Leading hard and soft facility management services provider

Investiment: 2017

Natural One

Leading natural juice brand in Brazil

Investiment: 2017

São Francisco

** Fast-growing health care service provider

Investiment: 2016

Fibria

** Global leader in production and sale hardwood pulp

Investiment: 2016

Paschoalotto

** Largest debt collection service provider in Brazil

Investiment: 2016

** Divested companies

MACRO STRATEGY

Concluded in September 2026, after a track record that began in 2003, the Macro strategy built a history based on global investing, with investments in more than 25 countries. Over more than two decades, its pillars were diversification, active risk management across market cycles and capital preservation in periods of stress, always with a focus on risk-adjusted returns.