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Annual Letters
Management Letters
October 2024 - Management Letter
managing uncertainty
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March 2024 - Annual Letter
2023 Annual letter
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February 2024 - Management Letter
Reflections on the Brazilian PE industry
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April 2023 - Annual Letter
2022 annual letter
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March 2023 - Management Letter
activist minority shareholder
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August 2022 - Management Letter
about time
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November 2021 - Management Letter
back to basics
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February 2021 - Management Letter
building alpha
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December 2020 - Management Letter
Risk-oriented venture investing
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August 2020 - Management Letter
Initiation
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March 2023 - Annual Letter
2023 annual Letter
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April 2023 - Annual Letter
2022 annual Letter
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October 2024 - Management Letter
managing uncertainty
Read more
February 2024 - Management Letter
Reflections on the Brazilian PE industry
Read more
March 2023 - Management Letter
activist minority shareholder
Read more
August 2022 - Management Letter
about time
Read more
November 2021 - Management Letter
back to basics
Read more
February 2021 - Management Letter
building alpha
Read more
December 2020 - Management Letter
Risk-oriented venture investing
Read more
August 2020 - Management Letter
Initiation
Read more