Dynamo Administracao de Recursos Ltda.
Dynamo Administração de Recursos Ltda. is an asset management firm based in Rio de Janeiro, Brazil. Founded in 1993, it is recognized as one of the leading independent investment managers in Brazil, focusing primarily on Brazilian equities. Dynamo manages assets for institutional investors, high-net-worth individuals, and family offices. The firm employs a disciplined, fundamental analysis-driven approach with a focus on long-term value creation. Its team typically consists of 50-100 employees, including portfolio managers, analysts, and support staff, delivering customized asset management solutions across public and private markets.
Investment Strategy
Dynamo Administração de Recursos Ltda. is known for a fundamental, research-driven approach centered on equities in Brazil and Latin America. The firm emphasizes long-term value investing, carefully selecting companies based on deep due diligence, strong management, and sustainable growth prospects. Dynamo seeks to generate superior returns by investing in undervalued companies with solid fundamentals, often taking a concentrated and long-term view. The strategy includes close monitoring of economic, corporate governance, and macroeconomic factors affecting its investment universe.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MELI | MERCADO LIBRE INC | 51.19% | $14.9M | 5,712 | $1687.83 | $2613.63 | +$830.1K |
N NU | NU HLDGS LTD | 46.99% | $13.7M | 999,030 | $13.00 | $13.72 | +$11.6M |
V VTEX | VTEX | 1.56% | $454.6K | 68,879 | $6.24 | $6.60 | +$105.4K |
V VALE | VALE SA | 0.26% | $76.3K | 7,863 | $11.50 | $9.71 | -$2.1K |