Proprietary angle to long-term investments.
Founded in 2002, Tarpon is an independent investment firm focused on public and private equities in Brazil. Tarpon aims to implement a highly focused investment strategy, pursuing opportunities that are often overlooked by other market participants, based on the development of a proprietary angle.
Our original thinking revolves around a flexible approach to public-private equities, investing in high-quality companies that are discounted relative to their intrinsic value, especially in sectors where we have developed expertise over the years.
We seek to develop a deep understanding of each company's products and services, management teams, incentives, operations, business cycles, stakeholders, as well as the key value drivers of our companies, aiming to achieve a high level of trust and conviction in our investment decisions
At Tarpon, we manage concentrated portfolios to be deeply engaged with a small number of companies, through a business owner mindset, aiming to maximize alpha generation.
Original ideas,
quality business.
Investors
Investment management for endowments, foundations, pension plans, and other long-term investors.