We invest in high-quality global companies using a disciplined approach. Our goal is capital preservation and long-term capital appreciation exceeding inflation through responsible, fundamental, active management.
Our strategy involves building a portfolio of 10–15global companies, based in the U.S. and Europe, that we believe are undervalued and possess durable competitive advantages.
We employ rigorous selection criteria, focusing exclusively on profitable, well-managed businesses with high potential for long-term value creation.
Grounded in a fundamental analysis philosophy, our management approach prioritizes consistency, discipline, and capital protection across various market cycles.
Investment funds
Our funds
We have a single strategy. Investors in Brazil can access it in two ways: through a real-denominated fund without currency hedging, and through a pension fund in partnership with Icatu Seguros. This fund invests 60% of its assets in fixed-income instruments actively managed by Icatu and 40% in Nextep.
Concentrated
Quality
Long-term
Nextep Global Equities Long Only
A concentrated global equity strategy aimed at investors seeking long-term capital growth through high-quality companies. The fund is denominated in Brazilian reais and is unhedged against currency fluctuations, thereby exposed to movements in the US dollar exchange rate.
A pension solution combining exposure to global and Brazilian domestic assets with disciplined management, suitable for long-term wealth building with a focus on stability.
We analyze companies with depth and independent thinking, constantly questioning our theses.
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Behavior
Behavior
We are patient when investment opportunities are scarce and decisive when they ari.
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Time
Time
The market’s investment timeline is a matter of months, whereas ours spans years. This difference means we can use market volatility to our advantage.
Nextep Content
Reports and content
Follow our fund reports and content produced by the team, featuring analyses and insights regarding the market and the investments that make up our portfolio.
Contact us to learn more about our strategies and understand how to invest in Nextep funds. We are available to answer any questions and support your investment process with transparency and responsibility.