Profile
Mr. José Luiz Montans Anacleto, Jr., is Partner & Head of Research at Skopos Investimentos Ltda.
He began his career at Citibank as a trainee, optimizing processes in the Back Office and Front Office area in March 2001, transferring to CLSA in January 2002, where he became Junior Analyst, covering Mining, Pulp and Paper, Steel and Banks sectors.
Mr. Montans holds a degree in Mechanical Engineering from Escola Politécnica of Universidade de São Paulo in 2003.
Former positions of José Luiz Montans Anacleto
| Companies | Position | End |
|---|---|---|
Skopos Investimentos Ltda.
Skopos Investimentos Ltda. Investment ManagersFinance Skopos is an active, long-term manager which primarily invests in value stocks, performing in-house fundamental analysis with long and short positions. They do not use leverage. The firm seeks to invest in businesses with superior ROIC, entry barriers, high growth potential, capable management, which are aligned with minority shareholders and open to corporate governance improvements. They construct concentrated portfolios and participate on their investee companies' Board of Directors and Audit Boards, aiming to create value. Skopos utilizes core, trading and Long/Short strategies. Their core positions have a longer, buy and hold value-oriented investment horizon. In their opportunistic book they follow a trading approach to take advantage of short-term distortions in the market. Their long/short position is built to hedge a specific long position, reduce market exposure and allow relative value arbitrage intra sector. Their short position is liquid and spread. The firm may invest in shares of other Brazilian-related funds, fixed-income securities or debt instruments in Brazil or abroad, as well as in derivative instruments. | Director of Research - Equity | 01/01/2016 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Skopos Investimentos Ltda.
Skopos Investimentos Ltda. Investment ManagersFinance Skopos is an active, long-term manager which primarily invests in value stocks, performing in-house fundamental analysis with long and short positions. They do not use leverage. The firm seeks to invest in businesses with superior ROIC, entry barriers, high growth potential, capable management, which are aligned with minority shareholders and open to corporate governance improvements. They construct concentrated portfolios and participate on their investee companies' Board of Directors and Audit Boards, aiming to create value. Skopos utilizes core, trading and Long/Short strategies. Their core positions have a longer, buy and hold value-oriented investment horizon. In their opportunistic book they follow a trading approach to take advantage of short-term distortions in the market. Their long/short position is built to hedge a specific long position, reduce market exposure and allow relative value arbitrage intra sector. Their short position is liquid and spread. The firm may invest in shares of other Brazilian-related funds, fixed-income securities or debt instruments in Brazil or abroad, as well as in derivative instruments. | Finance |
- Stock Market
- Insiders
- José Luiz Montans Anacleto
















