Guepardo Investimentos is an independent investment advisor founded in 2004 and headquartered in São Paulo, Brazil, with registration in the United States. The firm provides discretionary and non-discretionary portfolio management services primarily tailored to institutional clients, family offices, and high-net-worth individuals. Guepardo's investment approach relies on fundamental, bottom-up analysis of businesses, balance sheets, management quality, governance, and long-term value creation. The firm focuses predominantly on publicly traded Brazilian equity securities, alongside cash management and risk-management instruments for liquidity. Guepardo does not offer comprehensive financial planning, tax advisory, or market-timing strategies, nor does it use quantitative or algorithmic trading models.
Fee Structure
Guepardo Investimentos charges management fees calculated as a percentage of the value of your portfolio. The exact fee rates are agreed upon individually with each client in the advisory agreement and can vary depending on the scope of services, mandate size, and investment strategy. Fees are negotiable and are typically billed monthly based on the previous period.