Key Takeaways
- • Brazil's multimarket fund industry is undergoing a structural transformation, according to Opalesque Alternative Market Briefing.
- • Managers Luis Stuhlberger of Verde, Rogerio Xavier of SPX and Andre Jakurski of JGP collectively manage more than BRL95bn, down from a higher level.
- • Declining assets and changing investor demands are pressuring these established multimarket managers to adapt.
Summary
Opalesque reports that Brazil's multimarket fund industry is undergoing a structural transformation. Prominent managers including Luis Stuhlberger of Verde, Rogerio Xavier of SPX and Andre Jakurski of JGP face declining assets and shifting investor demands. Their firms collectively manage more than BRL95bn, down from a previously higher figure.
The publisher summary frames the shift as structural rather than cyclical, pointing to changes in both asset levels and what investors expect from these managers. Detailed information on the specific strategic responses these firms are adopting is not available in the reporting reviewed.
The publisher summary frames the shift as structural rather than cyclical, pointing to changes in both asset levels and what investors expect from these managers. Detailed information on the specific strategic responses these firms are adopting is not available in the reporting reviewed.
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