Profile
Mr. Rodrigo Santos is an Equity Research Analyst at ARX Investimentos Ltda.
He started his career at Banco Brascan (1993-1995) as Corporate Finance analyst, having also worked at Banco Boavista (1995-1996) as investment research analyst, and at the Investment Banking area at Dresdner Kleinwort Benson (1998-2000).
He has also worked in non-financial companies as Chief Financial Officer at Portal do Esporte, TV Globo (2001) and at TopSports Ventures (2002-2006).
Back to financial markets, he joined Meta Asset as equity research analyst (2006-2008), then founded Oceana Investimentos (2008-2020).
After that, he was co-founder and partner at Norte Asset Management (2021).
Mr. Santos has a degree in Production Engineering from UFRJ (1993), and an MBA from London Business School (1996-1998).
Rodrigo Santos active positions
| Companies | Position | Start |
|---|---|---|
ARX Investimentos Ltda.
ARX Investimentos Ltda. Investment ManagersFinance ARX is an active, risk-aware manager which seeks to achieve superior and consistent long-term returns through a range of fixed-income, macro, equity hedge, long & short and long only products. | Analyst-Equity | 2021-10-31 |
Former positions of Rodrigo Santos
| Companies | Position | End |
|---|---|---|
Norte Asset Management Gestão de Recursos Ltda.
Norte Asset Management Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2021-09-30 |
Oceana Investimentos ACVM Ltda.
Oceana Investimentos ACVM Ltda. Investment ManagersFinance Oceana is an active, conviction-based, long-term manager which focuses on equity investments. The firm pursues risk reduction to protect their investments through conservative estimates and by employing a margin of safety approach in every investment. The firm studies publicly-traded companies in Brazil to understand the company’s business, its competitive position, the return on invested capital, the barriers to entry, the growth prospects, the different shareholders alignment of interests, amongst other factors that might explain the company’s long-term success. They actively seek potential catalysts for their investment thesis which may affect the market’s perception and, as a result, the price of the securities in their portfolio. | Founder | 2020-01-31 |
Meta Asset Management Ltda.
Meta Asset Management Ltda. Investment ManagersFinance Provides investment advice | Analyst-Equity | 2007-12-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
ARX Investimentos Ltda.
ARX Investimentos Ltda. Investment ManagersFinance ARX is an active, risk-aware manager which seeks to achieve superior and consistent long-term returns through a range of fixed-income, macro, equity hedge, long & short and long only products. | Finance |
Oceana Investimentos ACVM Ltda.
Oceana Investimentos ACVM Ltda. Investment ManagersFinance Oceana is an active, conviction-based, long-term manager which focuses on equity investments. The firm pursues risk reduction to protect their investments through conservative estimates and by employing a margin of safety approach in every investment. The firm studies publicly-traded companies in Brazil to understand the company’s business, its competitive position, the return on invested capital, the barriers to entry, the growth prospects, the different shareholders alignment of interests, amongst other factors that might explain the company’s long-term success. They actively seek potential catalysts for their investment thesis which may affect the market’s perception and, as a result, the price of the securities in their portfolio. | Finance |
Meta Asset Management Ltda.
Meta Asset Management Ltda. Investment ManagersFinance Provides investment advice | Finance |
Norte Asset Management Gestão de Recursos Ltda.
Norte Asset Management Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Finance |
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