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From Sagar Chakraverty, Opalesque Asia:
The 5th largest country by landmass and population is now striving forward to attain the status of the 5th largest economy (it is the 8th largest now) by 2019. Brazil has exhibited strong emergence capability being one of the first G20 economies to overcome the global financial recession in Q2-09.
In an interview with Opalesque’s founder Matthias Knab in early April, the head of equities and portfolio manager of Maua Investimentos, Mauro Rodrigues da Cunha, shared his views on investment approaches in Brazil, risk management, and the development and maturation of the Brazilian financial markets, which became stronger and more resilient after the reforms of the 90s.
Cunha joined Maua in 2007 as the head of equities, and prior to that, he was with Franklin Templeton, a US-based investment firm, for 6 years. He has spent a long time focusing on Brazilian stocks, mostly with a bottom up perspective.
Maua was formed in Sao Paulo in 2005 as a spin-off from Gavea hedge fund. The firm now manages nearly 650m reais ($370.3m) in macro and equity funds. In Oct-09, Maua merged with Sekular Investimentos (an expert in credit markets) to form Maua-Sekular.
What distinguishes Maua?
Brazilian market is quite crowded with hundreds of managers who are primarily involved in long-term investing and bottom-up approach to equities.
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