JGP

A JGP é uma tradicional gestora de recursos e de patrimônio brasileira com escritórios no Rio de Janeiro e em São Paulo. Nosso compromisso de longo prazo é aliar retornos consistentes com o gerenciamento de risco ativo, visando preservar o capital investido por nossos investidores.

Julia Bretz, CFA

Partner and credit analyst, responsible for the Agro/ESG strategies. Previously, she worked as a Fixed Income analyst at BCP Securities (2013-2019), focusing on Brazil and Latin America. Before that, she worked at Eleva Educação. She graduated in Economics from FGV-RJ (Getúlio Vargas Foundation of Rio de Janeiro) and holds the Series 7 certificate and the Chartered Financial Analyst® (CFA) certification.

Guilherme Spiller

Partner and credit analyst. Previously, he worked as a back-office analyst at JGP (2016-2018). He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Nikolau Müller, CFA

Partner and credit analyst focused on the international market. Previously, he was a distressed credits, Global High Yield Bonds, and bank loans analyst for the Distressed Debt Funds managed by JGP. Before that, he was a corporate debt analyst at Root Capital and worked on the Investor Relations team at CR2 Real Estate (2010). He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Antonio Pedro Leão Teixeira, CFA

Partner and portfolio manager of the infrastructure credit funds and local credit analyst at JGP since 2014. Previously, he worked as a credit analyst at Arbitral Finance, focusing on bonds from emerging markets and G7 countries. He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).

Alexandre de Oliveira Muller

Partner and portfolio manager responsible for JGP’s private credit funds. Previously, he worked at Banco UBS Pactual and was a partner at Banco BTG Pactual (2007-2014), where he led the Credit Research team focused on Latin America. He received awards from Institutional Investor For analysis in the corporate debt segment and credit strategy for five consecutive years. Alexandre Muller was also part of the private credit asset management team at Icatu Hartford Asset Management (2003-2007), contributing to the development and management of some of Brazil’s first investment funds focused on private credit. He graduated in Economics from UFF (Fluminense Federal University) and holds extension courses in the Development of Cultures focused on innovation and an executive education program at Harvard Business School.

Urbano Lorea, CFA

Partner and equity analyst in the Retail, Consumer, and Technology sectors. Previously, he worked in JGP’s Investor Relations Department (2012-2017). He graduated in Production Engineering from PUC-Rio (Pontifical Catholic University of Rio de Janeiro) and holds the Chartered Financial Analyst® (CFA) certification.

Marcelo Barros, CFA

Partner and equity analyst of the Oil & Gas and Paper & Cellulose sectors, among others. Previously, he worked at the BG Group (2006-2013), with roles in the Economic Modeling, Commercial Intelligence, and Market departments, including a six-month experience in Scotland, working with the North Sea operations. He graduated in Production Engineering from UFRJ (Federal University of Rio de Janeiro) and holds the Chartered Financial Analyst® (CFA) certification.

Fábio Fonseca, CFA

Partner, equity funds co-portfolio manager, and equity PM of Multi-strategy retirement plans. Previously, he was an associate director at Banco UBS Pactual, where he was responsible for covering the financial and healthcare sectors (2004-2008). He graduated in Economics from IBMEC-RJ (Brazilian Capital Market Institute of Rio de Janeiro) and holds the Chartered Financial Analyst® (CFA) certification.

Márcio Correia

Partner and lead portfolio manager of JGP’s equity funds. Previously, he was an executive director at Banco UBS Pactual, where he was the co-portfolio manager and head of equity analysis team for UBS Pactual’s proprietary investments in Latin America (2005–2007), an analyst in the Telecom and Airlines sectors at Banco Pactual (2004) and the Telecom, Steel, and Mining sectors at Banco Credit Suisse (2001–2004). He graduated in Aeronautical Engineering from ITA (Aeronautics Institute of Technology).

Marcio Rosandiski Lyra

Partner responsible for the local and international markets’ technical analysis. Previously, he was responsible for developing Banco Pactual’s Emerging Markets Fixed Income Research. Marcio is a member of the Market Technicians Association, Inc. (MTA) and holds a CMT level 3. He earned his MBA in Finance from IBMEC-RJ (Brazilian Capital Market Institute of Rio de Janeiro) and graduated in Mechanical Engineering from IME (Military Institute of Engineering).

Diogo Gitahy

Partner and one of the portfolio managers of JGP’s Multi-strategy funds focused on G10 countries’ fixed income and currencies. Previously, he was the PM responsible for G10 countries’ fixed income at Gávea Investimentos, between 2019 and 2022, and a partner and international fixed income PM at Kapitalo from 2015 to 2019. He started his career at BTG Pactual’s back office from 2011 to 2012 and later joined the proprietary volatility trading desk as a trader until 2014. He graduated in Computer Engineering from PUC-Rio (Pontifical Catholic University of Rio de Janeiro) with a dual diploma from École Centrale de Lyon.

Pedro Abinader

Partner and one of the portfolio managers of Multi-strategy funds’ interest rates and currency strategies, focusing on emerging markets, except Brazil. Previously, he worked at Asset 1 Investimentos (2020-2022), Gávea Investimentos (2010-2014; 2017-2019), and Kyros Investimentos (2015-2016). He graduated in Economics from PUC-Rio (Pontifical Catholic University of Rio de Janeiro).