Cadu Paiva

Provides investment advice

Panamby Capital’s investment strategies apply to various asset classes in Brazil and abroad, such as: interest, currencies, equity and commodities. They believe that the transformative impact of the digital wave is important for the equity strategy, especially in the following sectors: Financial, Payments, Retail and Technology. Their investment process starts with a deep understanding of macro-economic scenarios, in particular monetary and fiscal policy. The firm generates alpha through a fundamentalist approach with proprietary analytical methodologies and based on rigorous risk management, they set up directional or relative strategies.