![André Ricardo Carvalho](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
André Ricardo Carvalho
Portfolio Manager-Equities at
Claritas Administração de Recursos Ltda.
Finance
Profile
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.
André Ricardo Carvalho active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2024-04-30 |
Former positions of André Ricardo Carvalho
| Companies | Position | End |
|---|---|---|
Mongeral Aegon Investimentos Ltda.
 Mongeral Aegon Investimentos Ltda. Investment ManagersFinance Provides investment advice | Director of Investments | 2023-03-31 |
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. | Portfolio Manager-Equities | 2018-07-31 |
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. | Portfolio Manager-Equities | 2015-12-31 |
SDA Gestão de Recursos Ltda.
 SDA Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2011-12-31 |
UBS Pactual Asset Management SA DTVM
 UBS Pactual Asset Management SA DTVM Financial ConglomeratesFinance Investment adviser | Portfolio Manager-Equities | 2008-12-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
76
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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