Our Culture
Executors with
strategic vision
We value those who think and also deliver. Expectation and commitment to what's at stake.
We value every penny as if it were our own. No amount is too small to escape our attention.
Obsession with Efficiency
Calm at the Extremes
Under pressure, we maintain focus and clarity. Our actions do not fluctuate with the mood of the market.
Skin in the game
We assume the consequences of the decisions we make. Conviction goes hand in hand with responsibility.
Rigor intelectual
Fazemos as perguntas difíceis. Buscamos a verdade, mesmo quando ela desconforta.
Preferimos análise a modismo, cada decisão é fruto de reflexão crítica e dados.
Racionalidade acima das narrativas
Respeito como fundamento
Discordamos com elegância. Sem respeito mútuo, não existe Tuesday.
Transparência
Escolhemos conversas difíceis em vez de silêncios convenientes. Feedback direto, sempre com respeito.
Culture is who we are when no one is watching.
Cyclical sensitivity
Macroeconomic environment conducive to generating alpha.
Shorter and more dynamic investment periods
Asymmetries enhance alpha generation
Structural Capital Scarcity
Favorable environment for growth equity
Great potential for multiple repricing
Attractive Valuations
Investment Process
We combine investment expertise with operational depth to identify and capture value in both public and private markets. Our flexible mandate allows us to allocate capital through proprietary and syndicated opportunities.
Decision Matrix
01
Origination
of discounted assets
02
Brutal honesty
in the assessment
03
Total alignment between
macro and micro
04
Path to
construction
Our Team
Experienced leadership with a strong track record in operations and capital markets.
Pedro Thompson
CEO
Igor Kfouri
Portfolio Manager
Paulo Barreto
Head of Sales
Thomaz Sarquis
No position provided
Dato Netto
CIO
Bia Blyth
COO
Antonio Necerssian
Private Investor Relations
Pedro Thompson
CEO
Igor Kfouri
Portfolio Manager
Paulo Barreto
Head of Sales
Thomaz Sarquis
No position provided
Dato Netto
CIO
Bia Blyth
COO
Antonio Necerssian
Private Investor Relations
Experienced leadership with a solid track record in operations and capital markets We support companies where we see a clear path to value creation, combining capital with governance, strategy, and disciplined execution. We are not passive investors. Our team works alongside management to enhance decision-making, optimize capital efficiency, and accelerate results.
Our Investment Approach
About Us
We combine investment expertise with operational depth to identify and capture value in public and private markets. Our flexible mandate allows us to allocate capital through proprietary and syndicated opportunities.
We seek companies holistically, open to evaluating multiple sectors where there is a combination of opportunity and the ability to add value
to the asset.
Sector-agnostic model
Flexible governance model
We operate as minority shareholders or reference shareholders, according to what maximizes the value of the investment.
Approval through the investment committee
IC receives from the partner responsible for the initial screening, sequentially conducting discussions and due diligence for validation and identification of the decision-making pillars.
Relationship Building
We approve any investment only when we find a conducive environment that is aligned among our team, controllers, management, and key stakeholders.
Due diligence and risk management
Formation of a team specifically focused on identifying the risks inherent to each thesis, as well as building the hypotheses for investment exit.
Building the Future, Starting Now.
Future-focused Investment, today.
Future-focused Investment, today.
Our History
Our History
A Tuesday was born as a family office and quickly evolved into an institutional investment platform, bringing together people with aligned objectives and values. The combination of proprietary capital, access to unique opportunities, and experience in resource management and allocation formed the foundation for building a differentiated approach in opportunistic equity.
Our model is based on three premises: identifying structural asymmetries, deeply understanding macroeconomic scenarios, and actively generating value in the invested companies.
Tuesday was established as a family office and quickly evolved into an institutional investment platform, bringing together individuals with aligned goals and values. The combination of personal capital, access to unique opportunities, and expertise in resource management and allocation laid the foundation for building a distinctive approach in opportunistic equity.
Our model is based on three premises: identifying structural asymmetries, deeply understanding macroeconomic scenarios, and generating active value in the invested companies.
Opportunistic Equity
Foundations
01
Structural asymmetry between price and intrinsic value
02
Active
Portfolio Management
03
Active governance
04
Liquidity as
a lever
of return
Target on discounted assets
We operate as minority shareholders or reference shareholders, according to what maximizes the value of the investment.
Focus on Liquidity
Dynamic investment horizons that adhere to the premise of a foreseeable future. We focus on what we can foresee. Exit strategies are key drivers.
Execution-oriented strategy
Based on operational oversight, reliable partners, and loss protection.
Beta as a driver of alpha
A deep understanding of the reality and macroeconomic climate is crucial. Pricing processes
and appropriate timings are catalysts for accelerating
returns.
Return-Driven Investment
Minimum MOIC target of 2.5x per asset with a focus on capital preservation.
Investing in the
future, together.
We are partners of companies that challenge the status quo.
Our differentiator lies in navigating complexity with clarity – feeling comfortable even in discomfort, and delivering superior results.
Our Team
Experienced leadership with a strong track record in operations and capital markets.
Pedro Thompson
CEO
Igor Kfouri
Portfolio Manager
Paulo Barreto
Head of Sales
Thomaz Sarquis
Chief Economist
Dato Netto
CIO
Bia Blyth
COO
Antonio Necerssian
Private Investor Relations
Experienced leadership with a solid track record in operations and capital markets We support companies where we see a clear path to value creation, combining capital with governance, strategy, and disciplined execution. We are not passive investors. Our team works alongside management to enhance decision-making, optimize capital efficiency, and accelerate results.
Our Investment Approach
About Us
We combine investment expertise with operational depth to identify and capture value in public and private markets. Our flexible mandate allows us to allocate capital through proprietary and syndicated opportunities.
Cyclical sensitivity
Macroeconomic environment conducive to generating alpha.
Shorter and more dynamic investment periods
Asymmetries enhance alpha generation
Structural Capital Scarcity
Favorable environment for growth equity
Great potential for multiple repricing
Attractive Valuations
Investment Process
We combine investment expertise with operational depth to identify and capture value in both public and private markets. Our flexible mandate allows us to allocate capital through proprietary and syndicated opportunities.
Decision matrix
01
Discounted asset origination
02
Brutal honesty in assessment
03
Total alignment between macro and micro
04
Clear path to value creation
We look at companies holistically and are open to evaluating multiple sectors where there is a combination of price misalignment and potential to create value.
Sector-agnostic model
Flexible governance model
We act as minority shareholders or as reference shareholders, depending on what maximizes the return on investment.
Flexible governance model
The IC receives the opportunity from the partner responsible for the initial screening and then conducts sequential discussions and due diligence to validate and define the key pillars for decision-making.
Building relationships
We approve any investment only when there is a favorable environment and alignment among our team, controllers, and key stakeholders.
Due diligence and risk management
We assembled a dedicated team to identify the inherent risks in each investment thesis and to develop the necessary mitigation plans.
Opportunistic Equity
Foundations
01
Structural Asymmetry between Price and
Intrinsic Value
02
Active
Portfolio Management
03
Active governance
04
Liquidity as
a lever
of return
Return-Driven Investment
Minimum MOIC target of 2.5x per asset with a focus on capital preservation.
Beta as a driver of alpha
A deep understanding of the reality and macroeconomic climate is crucial. Pricing processes
and appropriate timings are catalysts for accelerating
returns.
Execution-oriented strategy
Based on operational oversight, reliable partners, and loss protection.
Focus on Liquidity
Dynamic investment timeframes that adhere to the premise of foreseeable future. We focus on what we can foresee. Exit strategies are
central drivers.
Target on discounted assets
We operate as minority shareholders or reference shareholders, according to what maximizes the value of the investment.
Investing in the future, together.
We are partners of companies that challenge the status quo.
Our differentiator lies in navigating complexity with clarity – feeling comfortable even in discomfort, and delivering superior results.
