Marcelo Mesquita de Siqueira Filho

Direktor/Vorstandsmitglied bei KLABIN S.A.

56 Jahre

Finance

Consumer Services

Non-Energy Minerals

Profil

Marcelo Mesquita de Siqueira Filho is the founder of Leblon Equities Gestão de Recursos Ltda.
since 2008, holding the title of Founding Partner & Co-Fund Manager.
Mr. Mesquita de Siqueira Filho is the founder of Leblon Equities Gestão de Recursos Ltda.
(Private Equity) since 2008, holding the title of Founding Partner.
Mr. Mesquita de Siqueira Filho is currently a Non-Executive Director at Tamboro Educacional SA. Former positions include Non-Executive Director at BR Home Centers SA from 2009 to 2019, Independent Director at Petróleo Brasileiro SA, Analyst at Banco UBS Pactual SA in 2005, Head of Fixed Income at BTG Pactual Asset Management S in 2009, Responsável dos Investimentos at BTG Pactual CTVM SA, and Co-Head-Brazilian Equity Capital Markets at Banco BTG Pactual SA from 2007 to 2008.
Education includes an undergraduate degree from Université Nancy II and an undergraduate degree from Pontifícia Universidade Católica do Rio de Janeiro, conferred in 1991.

Aktive Positionen von Marcelo Mesquita de Siqueira Filho

Unternehmen	Position	Beginn
KLABIN S.A.	Direktor/Vorstandsmitglied	05.04.2023
Leblon Equities Gestão de Recursos Ltda. Leblon Equities Gestão de Recursos Ltda. Investment ManagersFinance Leblon Equities is an active manager which aims to preserve capital by adopting a long-term, value oriented investment philosophy based solely on bottom-up, fundamental research. They are very technical and tend to be close to company management and their controlling shareholders. The firm bases their investment process on knowledge, judgment, risk management, discipline and patience and believes that they need a deep understanding of sector dynamics, companies and people involved to find the best opportunities. They make all investment decisions based on their in-house research, mainly DPS models. They sell positions whenever they reach their target price and invest in options and indexes, using indexes as a hedge. Leblon Equities tries to be very conservative in their assumptions when constructing their portfolio, and aim to extract the relative value of their equity hedge fund. For their long-only book, they invest on a 12-24 month horizon. In their short book, they go short on stories they find expensive, preferring to hold cash. Their third strategy is an arbitrage book (mainly pair trades) where they may trade two different companies within the same factor, such as a holding against a subsidiary, or arbitrage between common shares and non-voting shares.	Gründer	01.09.2008
Leblon Equities Gestão de Recursos Ltda. (Private Equity) Leblon Equities Gestão de Recursos Ltda. (Private Equity) Leblon Equities invests in private and public companies located in Brazil. The firm targets companies operating in a broad range of sectors and industries. It provides financing for buyout stage capital requirements.	Gründer	01.09.2008
Tamboro Educacional SA Tamboro Educacional SA Develops educational games	Direktor/Vorstandsmitglied	-

Alle aktiven Positionen von Marcelo Mesquita de Siqueira Filho

Ehemalige bekannte Positionen von Marcelo Mesquita de Siqueira Filho

Unternehmen	Position	Ende
BR HOME CENTERS SA	Direktor/Vorstandsmitglied	01.01.2019
BTG Pactual CTVM SA BTG Pactual CTVM SA Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01.09.2009
BTG Pactual Asset Management S/A DTVM BTG Pactual Asset Management S/A DTVM Investment ManagersFinance BTG Pactual-AM is an active manager which merges regional research and investment expertise in Latin American markets with their experience in traditional and alternative strategies. Portfolio Managers manage strategies rather than specific funds or managed accounts, all supported by pre-defined allocation rules, robust internal controls and strong operational infrastructure. The firm offers a complete family of investment funds, pursuing differentiated returns against strict risk controls and capital preservation, maintaining their competitive advantage by offering top-tier client service, customized products, and access to the best technology.	Head-Fixed Income Invts	01.09.2009
BANCO BTG PACTUAL S.A.	Corporate Officer/Principal	01.01.2008
Banco UBS Pactual SA (Broker)	Analyst-Equity	28.10.2005

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Ausbildung von Marcelo Mesquita de Siqueira Filho

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Private Unternehmen

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Unternehmensverbindungen

Private Unternehmen	13
Klabin SA Klabin SA Forest ProductsNon-Energy Minerals Engages in the manufacturing, selling, and distributing paper to the internal and external market	Non-Energy Minerals
Petróleo Brasileiro SA Petróleo Brasileiro SA Integrated OilEnergy Minerals Engages in exploration, refining and processing of oil and natural gas	Energy Minerals
Pontifícia Universidade Católica do Rio de Janeiro Pontifícia Universidade Católica do Rio de Janeiro Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Université Nancy II Université Nancy II Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Banco UBS Pactual SA (Broker)	Finance
Leblon Equities Gestão de Recursos Ltda. Leblon Equities Gestão de Recursos Ltda. Investment ManagersFinance Leblon Equities is an active manager which aims to preserve capital by adopting a long-term, value oriented investment philosophy based solely on bottom-up, fundamental research. They are very technical and tend to be close to company management and their controlling shareholders. The firm bases their investment process on knowledge, judgment, risk management, discipline and patience and believes that they need a deep understanding of sector dynamics, companies and people involved to find the best opportunities. They make all investment decisions based on their in-house research, mainly DPS models. They sell positions whenever they reach their target price and invest in options and indexes, using indexes as a hedge. Leblon Equities tries to be very conservative in their assumptions when constructing their portfolio, and aim to extract the relative value of their equity hedge fund. For their long-only book, they invest on a 12-24 month horizon. In their short book, they go short on stories they find expensive, preferring to hold cash. Their third strategy is an arbitrage book (mainly pair trades) where they may trade two different companies within the same factor, such as a holding against a subsidiary, or arbitrage between common shares and non-voting shares.	Finance
BTG Pactual Asset Management S/A DTVM BTG Pactual Asset Management S/A DTVM Investment ManagersFinance BTG Pactual-AM is an active manager which merges regional research and investment expertise in Latin American markets with their experience in traditional and alternative strategies. Portfolio Managers manage strategies rather than specific funds or managed accounts, all supported by pre-defined allocation rules, robust internal controls and strong operational infrastructure. The firm offers a complete family of investment funds, pursuing differentiated returns against strict risk controls and capital preservation, maintaining their competitive advantage by offering top-tier client service, customized products, and access to the best technology.	Finance
BTG Pactual CTVM SA BTG Pactual CTVM SA Investment Banks/BrokersFinance Provides brokerage services	Finance
BR Home Centers SA BR Home Centers SA Home Improvement ChainsRetail Trade Operates a chain of home improvement stores	Retail Trade
Banco BTG Pactual SA Banco BTG Pactual SA Provides investment banking services
Leblon Equities Gestão de Recursos Ltda. (Private Equity) Leblon Equities Gestão de Recursos Ltda. (Private Equity) Leblon Equities invests in private and public companies located in Brazil. The firm targets companies operating in a broad range of sectors and industries. It provides financing for buyout stage capital requirements.
Harvard Business School Harvard Business School Functions as a College/University
Tamboro Educacional SA Tamboro Educacional SA Develops educational games