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Luiz F. Carvalho
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Profile
Mr. Luiz F.
Carvalho is Co-Founder, Managing Partner & Portfolio Manager at Tree Capital LLC.
Prior to co-founding Tree Capital in December 2008, Mr. Carvalho was employed as an Analyst by Morgan Stanley & Co., Inc. Mr. Carvalho also worked as an Associate and Equity Research Analyst at JP Morgan.
Mr. Carvalho graduated with a BS in Electronic Engineering from Mackenzie University-Brazil, a graduate degree in Finance from Fundacao Getulio Vargas, and an MBA in Finance & General Management from the University of California, Los Angeles-The Anderson School of Management.
Former positions of Luiz F. Carvalho
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2003-08-07 |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Corporate Officer/Principal | 1996-05-31 |
| ELI LILLY AND COMPANY | Corporate Officer/Principal | 1993-08-31 |
| IBM | Corporate Officer/Principal | 1989-12-31 |
Tree Capital LLC
 Tree Capital LLC Investment ManagersFinance Tree Capital advises long/short equity hedge funds that focus on Latin America. Their investment process involves a top-down macro-overlay which is supported by fundamental, bottom-up industry and company research. Tree Capital's investable universe includes more stocks in Latin America (approximately 400) than classic global emerging markets funds. An intense focus on risk management is a critical element of the firm's investment approach. Tree Capital has broad trading authority; however, they primarily buy and sell shares of publicly-listed Latin American companies. With emphasis on fundamental research, the firm seeks to identify the best risk/return opportunities in the region. The selections are made independent of industry, index weight or size of the company, but always satisfy clearly established portfolio parameters for liquidity, diversification and industry exposure. Tree Capital may also invest in certain non-listed and otherwise illiquid securities, which are generally equity or equity linked securities but may also include fixed income securities. | Founder | - |
Training of Luiz F. Carvalho
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
98
1st degree connections
8
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
International Business Machines Corp.
 International Business Machines Corp. Information Technology ServicesTechnology Services Provides software, IT consulting, cloud and infrastructure services | Technology Services |
Eli Lilly & Co.
 Eli Lilly & Co. Pharmaceuticals: MajorHealth Technology Manufactures, wholesales and markets pharmaceutical products | Health Technology |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides corporate, investment banking, consumer and commercial banking, asset management, payment & security solutions | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Getulio Vargas Foundation
 Getulio Vargas Foundation Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Universidade Presbiteriana Mackenzie
 Universidade Presbiteriana Mackenzie Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tree Capital LLC
Tree Capital LLC Investment ManagersFinance Tree Capital advises long/short equity hedge funds that focus on Latin America. Their investment process involves a top-down macro-overlay which is supported by fundamental, bottom-up industry and company research. Tree Capital's investable universe includes more stocks in Latin America (approximately 400) than classic global emerging markets funds. An intense focus on risk management is a critical element of the firm's investment approach. Tree Capital has broad trading authority; however, they primarily buy and sell shares of publicly-listed Latin American companies. With emphasis on fundamental research, the firm seeks to identify the best risk/return opportunities in the region. The selections are made independent of industry, index weight or size of the company, but always satisfy clearly established portfolio parameters for liquidity, diversification and industry exposure. Tree Capital may also invest in certain non-listed and otherwise illiquid securities, which are generally equity or equity linked securities but may also include fixed income securities. | Finance |
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