Wealth High Governance Capital Ltda
Wealth High Governance Capital Ltda. is an independent financial institution headquartered in São Paulo, Brazil, specializing in wealth management and asset management. Founded in 2019, the firm operates with a high level of governance, offering customized solutions and global portfolio management. Its staff draws on more than 20 years of experience serving private wealth clients, focusing on long-term relationships, trust, and a mature management model. The team size is estimated at around 86 employees and they cater primarily to private wealth and institutional investors.
Investment Strategy
Wealth High Governance Capital Ltda. manages equity and global macro funds. The firm emphasizes global portfolio management and custom solutions for each client, leveraging a team with extensive experience in the wealth management sector. The investment approach is characterized by independence, high governance standards, and alignment with client interests. They seek long-term partnerships via a mature and tested investment model designed to provide broad and flexible access to global asset classes.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NRG | NRG ENERGY INC | 12.35% | $39.8M | 248,000 | $150.81 | $160.58 | +$36.3M |
A AVGO | BROADCOM INC | 7.42% | $23.9M | 86,800 | $216.77 | $275.65 | +$17.7M |
O ONON | ON HLDG AG | 6.01% | $19.4M | 372,000 | $50.97 | $52.05 | +$17.2M |
A AMZN | AMAZON COM INC | 5.91% | $19.0M | 86,800 | $219.39 | $219.39 | +$19.0M |
M MSFT | MICROSOFT CORP | 5.74% | $18.5M | 37,200 | $497.41 | $497.41 | +$18.5M |