Selected Investments
A selection of investments across our strategies — illustrating our process, thesis construction, and portfolio breadth. Selected examples; not exhaustive.
Real Estate Cases
Quinta do Lago
Premium gated community and golf resort in the Algarve region of southern Portugal. Co-investment alongside SPX Capital.
Kempinski Residences Design District
157-unit luxury branded residential development at the entrance of Miami's Design District. Kempinski Hotels' first U.S. residential project, designed by Arquitectonica with Rockwell Group interiors. Club deal co-investment.
Logistics Warehouse — Mercado Livre
Pre-leased, built-to-suit logistics development anchored by Mercado Livre in the core São Paulo logistics corridor (Cajamar/Franco da Rocha). ~219,000 m² across two phases under a long-term atípico lease structure.
Oslo — Noroeste Development
Premium multi-family development in Noroeste, Brasília. 24 apartments with 4 en-suite bedrooms, split between managed rentals and direct sales.
Grupo Sabin — Sales-Leaseback
Sales-leaseback of properties from Grupo Sabin including corporate headquarters in Brasília. Long-term leaseback providing stable, inflation-linked income.
Japan Hotels Portfolio
Portfolio of 8 hotels / 2,294 keys in Osaka, Kyoto and Fukuoka. Value concentrated in properties fronting central train stations and landmark attractions.
Chapada — Fazenda Vale Dourado
Riverfront land near Chapada dos Veadeiros National Park with pristine white-sand beach and native cerrado. Combined residential and hospitality development.
Premium Residential Properties
Portfolio of premium residential properties across prime locations in New York City, São Paulo, and Brasília. Strategically acquired for location and growth.
Le Quartier — Corporate Office
Class A corporate office floor (~5,000 sf) in Brasília, leased to a major international organization. Core strategy with stable income and capital appreciation potential.
China Logistics Portfolio
Co-investment with Blackstone Asia. Portfolio of 18 logistics assets totaling 32.3M sf across major Chinese cities. Assembled through 13 transactions since 2018.
Private Equity & Venture Capital Cases
Grupo Sabin S/A
Controlling stake since 1984 in Brazil's leading medical lab test provider. Diagnostics services across clinical lab testing, imaging, primary care, and vaccines — serving 16 hospitals and 6M+ patients through 375 centers in 61 cities.
R2 Group
Stake acquired in 2020 in R2 Entertainment Group S/A, a leader in large-scale events and hospitality in Brazil. Known for the 'Na Praia' festival and Mané, a gastronomic complex inspired by international food markets.
Anthropic
Entry at the $15B valuation tender offer. AI safety company building Claude, one of the most capable and responsible AI systems in the world.
SpaceX
Secondary market entry in 2023. The world's leading private aerospace company, pioneering reusable rockets and building the Starlink satellite constellation.
Caveo
Financial and accounting platform for doctors in Brazil, invested via Kortex Ventures. R$54M Series A; 18% market share of newly graduated physicians; 400% growth in 2024.
Spectra Investments
One of our main partners for alternative investments in LatAm. LP on every vehicle since Fund I (most recent: Fund V). Hybrid portfolios across Growth, Buyout, VC, Distress, Legal Claims, Mining, Search Funds, and Special Situations.
Selected Portfolio Companies
Illustrative; not exhaustive; varies by vintage. No sponsorship or endorsement implied.