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.
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.
Our Team
Our Team
Dato Netto
Chief Investment Officer
Bia Blyth
Chief Operating Officer
Antonio Necerssian
Private Investor Relations
Daniel Caldeira
Senior Portfolio Manager
Pedro Thompson
CEO
Igor Kfouri
Portfolio Manager
Paulo Barreto
Head of Sales
Thomaz Sarquis
Chief Economist
Samar Maziad
Head of Global Strategy
Pedro Thompson
CEO
Igor Kfouri
Portfolio Manager
Paulo Barreto
Head of Sales
Thomaz Sarquis
Chief Economist
Dato Netto
Chief Investment Officer
Bia Blyth
Chief Operating Officer
Antonio Necerssian
Private Investor Relations
Daniel Caldeira
Senior Portfolio Manager
Samar Maziad
Head of Global Strategy
Experienced leadership with a strong track record in operations and capital markets.
Experienced leadership with a strong track record in operations and capital markets.
Our Way
of Investing
Experienced leadership with a strong track record in operations and capital markets. We support companies in which we see a clear path to value creation, combining capital with governance, strategy, and disciplined execution. We are not passive investors. Our team works side by side with management to improve decision-making, optimize capital efficiency, and accelerate results.
About Us
We combine investment expertise with operational depth to identify and capture value in public and private markets. Our flexible mandate enables us to deploy capital through proprietary and syndicated opportunities.
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
Cyclical sensitivity
Macroeconomic environment conducive to generating alpha.
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
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.
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.
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.
Decision Matrix
Opportunistic Equity
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.
Foundations
01
Structural Asymmetry between Price and
Intrinsic Value
02
Active
Portfolio Management
03
Active governance
04
Liquidity as
a lever of return
Investimento orientado por Retorno
Meta de MOIC mínimo de 2,5x por ativo e foco na preservação de capital.
Beta como impulsionador de alpha
Entendimento profundo da realidade e do momento macro são determinantes. Processos de precificação e timings adequados são catalisadores para aceleração dos retornos.
Estratégia orientada à execução
Baseada em supervisão operacional, parceiros confiáveis e proteção contra perdas.
Foco em Liquidez
Prazos de investimento dinâmicos e que respeitam a premissa de foresseável futuro. Focamos naquilo que conseguimos enxergar. Estratégias de exit são drivers centrais.
Alvo em ativos descontados
Atuamos como minoritários ou acionistas de referência, de acordo com o que maximiza o valor do investimento.
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.
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.