This report shows public data only. Is this your organisation? If so, login here to view your full report.

Jardim Botânico Investimentos

PRI reporting framework 2019

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Other
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Jardim Botânico Investimentos (JBI) is an independent Brazilian asset management firm founded in 2003 by José Luiz Osorio, a former Head of the CVM, the Brazilian Securities Regulator. His senior partners are Eduardo Rezende, who was formerly CIO at Mellon Global Investments, Brazil and Eduardo Faria, who was formerly Director of LatAm Equities at Foreign & Colonial Emerging Markets, London.

The company exclusively manages Brazilian equity funds, including private equity, for which there is a separate team.

The investment team is formed by senior professionals with a long history of working together and a strong background in promoting corporate governance developments in Brazil.

JBI became a signatory of the UN supported PRI (Principles for Responsible Investment) in 2017, and is now developing its strategy more extensively to adopt ESG requirements. 


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Brazil

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

10 FTE

02.4. Additional information. [Optional]

Please see below professional experience of main partners.

José Luiz Osorio

JBI’s founding partner
CVM - Brazilian SEC (2000-2002) - Chairman
BNDES/BNDESPar - Brazilian Development Bank (1999) - Managing Director
Lehman Brothers Brazil (1997-1999) - MD and Country Manager
Banco Icatu (1993-1997) - Partner and Head of Investment Banking
Banco Garantia (1986-1993) and Bank Boston (1978–1985) - Executive positions
CAF - Brazilian Takeover Panel (2013-2015), Banco Triângulo (2003-2017), Invest Tur (2007-2008), Lojas Renner (2005-2007) - Board Member
Millstein Center for Global Markets and Corporate Ownership, Columbia University (2013-2016) - Advisory Committee member
M.Sc. in Civil Engineering - Stanford University, USA
B.Sc. in Civil Engineering - PUC-Rio, Brazil

 

Eduardo Rezende

Joined JBI in 2005; Public Equities Manager
Mellon Global Investments Brazil (1998-2005) - CIO and senior portfolio manager
Sagitta Fund (1996-1998) - Portfolio manager
Banco Icatu (1992-1996) - Trader and corporate finance analyst
B.A. in Law - Univercidade, Brazil
Specialization in Corporate Law - FGV, Brazil
Graduate degree in Production Engineering/Finance - PUC-Rio, Brazil
B.A. in Business Economics - University of California, USA

 

Eduardo Faria

Since 2005; PE Investment Manager
Elba Equipamentos e Serviços S.A. (since 2010): Board member
Tele-Leste Celular Participações S.A.: (2003-2004): Board member
Independent Consultant (1997- 2004): Working with small and mid-sized companies
Banco Icatu (1994-1997): Director of Equity Sales to foreign institutional clients with teams in Rio and NY
Foreign & Colonial Emerging Markets, London (1990-1994): Director of Lat. Am. Equities, with US$1.0 billion AUM
Price Waterhouse Management Consultants , London (1987-1990): Consultant in Banking and Financial Services
Sir William Halcrow & Partners Consulting Engineers, London (1982-1986): Civil Engineer
MBA in Finance: CASS Business School, London, United Kingdom (1987)
B.Sc. In Civil Engineering: University of Surrey, United Kingdom (1982)


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2018

04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the total assets at the end of your reporting year subject to an execution and/or advisory approach.

04.5. Additional information. [Optional]


OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 87 0 0
Fixed income 0 0 0 0
Private equity <10% 9 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 4 0 0
Money market instruments 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

0 Developed Markets
100 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]


Top