Brazil's hedge funds break through

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Brazil's hedge funds break through

Brazil’s hedge fund industry is growing up. Two trends in particular stand out: foreign investors are seeking out local players through which to invest; and funds are evolving their strategies. Sudip Roy reports from São Paulo.

Capitania Asset & Risk Management | Mauá Investimentos | Fama Investimentos

IN OCTOBER, MIAMI hosted a conference entitled “Hedge Funds World LatAm 2005”. Running over three days it gathered the brightest and best Latin American hedge fund managers to discuss the opportunities of investing in the region. A week later, another conference, “LatAm Hedge Funds 2005”, took place, this time in Geneva, again attracting high-profile investors.

It would not be unusual for two events discussing the future of the US hedge fund industry to be arranged seven days apart. But for Latin America this was unprecedented, reflecting a growing interest in the sector there. The locations for the meetings were also significant. Latin American hedge funds are hitting the radar screens of foreign investors hunting for yield and therefore searching for the next big thing. Miami and Geneva are obvious homes of potential private investors.

Brazil is the main focus for these investors. Latin America’s biggest economy accounts for the vast majority of the region’s hedge funds. There are 109 Brazilian domiciled funds (which effectively can only invest in Brazil securities) according to data service provider Eurekahedge; another 97 are based offshore. These funds are producing healthy performances.

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