“When man and machine work together, the most important thing is not the ability of one or the other, but the interaction between the two”
Garry Kasparov
who we are
Alphatree Capital is an independent manager founded in 2021. The managing partners have extensive experience in renowned financial institutions.
The managers built their careers in complementary areas, which makes it possible to structure a very diversified portfolio. The allocation is aligned by a well-defined collegiate process into a single, optimized portfolio.
The company’s culture is permeated by transparency, collaboration, and meritocracy of ideas.
team
CO-CEO / CIO
Rodrigo Jolig
21 years of experience at the trading desk of large international financial institutions, the last 14 years between New York and London.
Prior to founding Alphatree, he was responsible globally for emerging markets FX options desk and the London options desk at Morgan Stanley.
He holds a degree in Industrial Engineering from Escola Politécnica of USP (University of São Paulo) and s a CFA® charterholder.
PM BRAZIL / CO-CEO
Jonas Takayuki Doi
With 15 years of experience in the financial market, he started his career at JP Morgan Chase as a trader in the Treasury.
He worked for more than 10 years at Verde Asset and Hedging-Griffo as a portfolio manager and trader focused on Macro Brazil.
He holds a degree in Computer Engineering from Escola Politécnica of USP (University of São Paulo) and a professional master’s degree in economics from FGV (Fundação Getulio Vargas).
funds
invest now
The easiest way to join Alphatree mutual funds is by opening an account on the investment platforms of one of our partner distributors. All our partners are regulated and supervised by competent bodies. Choose one of the platforms to invest in our funds in an easy and 100% online way.
we support social causes
Alphatree Capital, as part of its social investment program, started to support the Ambikira Institute. Watch the institutional video and learn a little more about this incredible social project.
social philanthropy accessible to all
Instituto Ambikira is a social investment platform created by financial market institutions. They believe that Brazil’s structural imbalances prevent people from having equal chances of development.
The Ambikira Institute has almost 20 years of history and is dedicated to identifying, supporting and enhancing different initiatives that have the capacity and purpose to transform parts of the structural imbalances in our country.
There are three main pillars of action that have synergy with RBR’s objectives in terms of social investment: Education, Social Assistance and Capacity/Management. Since its foundation in 2003, the Institute has supported more than 200 organizations, benefiting more than 700,000 people.
contact us
Rua Ramos Batista, 198,
conj. 142, Vila Olímpia,
São Paulo – SP, 045522-020
Policies
Reference Form | Personal Investment Policy | Risk Management Policy | Code of Ethics | Voting Policy | Internal Controls Manual | Apportionment and Order Splitting Policy | Liquidity Policy
