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Marcelo Mesquita de Siqueira Filho
Directeur/Membre du Conseil chez
KLABIN S.A.
Profil
Marcelo Mesquita de Siqueira Filho is the founder of Leblon Equities Gestão de Recursos Ltda., founded in 2008, where the titles held are Founding Partner & Co-Fund Manager.
Mr. Mesquita de Siqueira Filho is also the founder of Leblon Equities Gestão de Recursos Ltda.
(Private Equity), founded in 2008, holding the title of Founding Partner.
Current jobs include Non-Executive Director at Tamboro Educacional SA and Independent Director at Klabin SA since 2023.
Former jobs 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 (Broker) in 2005, Head of Fixed Income at BTG Pactual Asset Management S in 2009, Responsável dos Investimentos at BTG Pactual CTVM SA, Co-Head-Brazilian Equity Capital Markets at Banco BTG Pactual SA from 2007 to 2008, and President-Management & Owner at Harvard Business School.
Education includes undergraduate degrees from Université Nancy II and Pontifícia Universidade Católica do Rio de Janeiro, with the latter degree conferred in 1991.
Postes actifs de Marcelo Mesquita de Siqueira Filho
| Sociétés | Poste | Début |
|---|---|---|
| KLABIN S.A. | Directeur/Membre du Conseil | 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. | Fondateur | 01/09/2008 |
Leblon Equities Gestão de Recursos Ltda. (Private Equity)
 Leblon Equities Gestão de Recursos Ltda. (Private Equity) Investment ManagersFinance 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. | Fondateur | 01/09/2008 |
Tamboro Educacional SA
 Tamboro Educacional SA Packaged SoftwareTechnology Services Develops educational games | Directeur/Membre du Conseil | - |
Anciens postes connus de Marcelo Mesquita de Siqueira Filho
| Sociétés | Poste | Fin |
|---|---|---|
| BR HOME CENTERS SA | Directeur/Membre du Conseil | 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 |
Formation de Marcelo Mesquita de Siqueira Filho
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
57
Relations au 1er degré
13
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 Investment Banks/BrokersFinance Provides investment banking services | Finance |
Leblon Equities Gestão de Recursos Ltda. (Private Equity)
Leblon Equities Gestão de Recursos Ltda. (Private Equity) Investment ManagersFinance 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. | Finance |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tamboro Educacional SA
Tamboro Educacional SA Packaged SoftwareTechnology Services Develops educational games | Technology Services |
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