Profile
Roberto Chagas was the founder of Trafalgar Gestao de Recursos Ltda, founded in 2017, holding the title of Founding Partner from 2017 to 2020.
Current job is at Santander Brasil Gestão de Recursos Ltda.
as Head of Equities since 2023.
Former jobs include Head of Equity Management at EuQueroInvestir Gestão de Recursos Ltda.
from 2021 to 2023, Portfolio Manager at UBS AG (Investment Management), and Portfolio Manager at UBS Brasil Administradora de Valores Mobiliários Ltda.
Roberto Chagas active positions
| Companies | Position | Start |
|---|---|---|
Santander Brasil Gestão de Recursos Ltda.
Santander Brasil Gestão de Recursos Ltda. Investment ManagersFinance SBG is an active manager which bases their investment decisions on a process established by multiple investment committees. For the firm’s fixed-income and multimarket funds, they utilize a top-down approach to construct portfolios. Their macroeconomic committee defines a central economic scenario used by portfolio managers to make strategic and tactical investment decisions and their Fixed Income and Multimarket Committees determine asset allocation strategies. For equity funds, SBG employs a combination of top-down and bottom-up approaches, focusing on fundamental research. | Head-Equity Investments | 31/10/2023 |
Former positions of Roberto Chagas
| Companies | Position | End |
|---|---|---|
EuQueroInvestir Gestão de Recursos Ltda.
EuQueroInvestir Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Head-Equity Investments | 31/10/2023 |
Trafalgar Gestao de Recursos Ltda
Trafalgar Gestao de Recursos Ltda Investment ManagersFinance Provides investment advice | Founder | 30/12/2020 |
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process. | Portfolio Manager-Equities | - |
UBS Brasil Administradora de Valores Mobiliários Ltda.
UBS Brasil Administradora de Valores Mobiliários Ltda. Investment ManagersFinance UBS Brazil is an active manager which offers asset management capabilities across traditional and alternative asset classes and has extensive market, sector, industry and regional expertise. They draw on the firm’s capabilities globally to meet investment challenges. | Portfolio Manager-Equities | - |
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 | 5 |
|---|---|
UBS AG (Investment Management)
UBS AG (Investment Management) Investment ManagersFinance UBS-IM is an active, risk-controlled and indexed manager which offers investment capabilities across all major asset classes including equity, fixed-income, currency, passive/ETFs, hedge funds and real estate/private equity and multi-asset. The firm's central investment approach for core equities, fixed-income and global investment solutions is value-oriented and based on rigorous fundamental asset class, market, currency and security analysis, with a global perspective. In addition, some UBS-IM investment teams follow a growth-oriented approach. They employ a proprietary risk management system, which is central to their investment management process. | Finance |
Santander Brasil Gestão de Recursos Ltda.
Santander Brasil Gestão de Recursos Ltda. Investment ManagersFinance SBG is an active manager which bases their investment decisions on a process established by multiple investment committees. For the firm’s fixed-income and multimarket funds, they utilize a top-down approach to construct portfolios. Their macroeconomic committee defines a central economic scenario used by portfolio managers to make strategic and tactical investment decisions and their Fixed Income and Multimarket Committees determine asset allocation strategies. For equity funds, SBG employs a combination of top-down and bottom-up approaches, focusing on fundamental research. | Finance |
UBS Brasil Administradora de Valores Mobiliários Ltda.
UBS Brasil Administradora de Valores Mobiliários Ltda. Investment ManagersFinance UBS Brazil is an active manager which offers asset management capabilities across traditional and alternative asset classes and has extensive market, sector, industry and regional expertise. They draw on the firm’s capabilities globally to meet investment challenges. | Finance |
Trafalgar Gestao de Recursos Ltda
Trafalgar Gestao de Recursos Ltda Investment ManagersFinance Provides investment advice | Finance |
EuQueroInvestir Gestão de Recursos Ltda.
EuQueroInvestir Gestão de Recursos Ltda. Investment ManagersFinance Provides investment advice | Finance |
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