Rodrigo Santos Munhoz

I am a CFA charterholder and investment professional with approximately 16 years of experience in company research, equity and multi-asset portfolio management, and risk analysis.

I provide company and investment analysis, valuation, financial modeling in Excel, and research support for M&A, investment banking and investment teams. My professional background is in investment funds, combining fundamental analysis, systematic stock selection, macroeconomic research and portfolio risk management.

My experience spans global market-neutral long/short equities, credit and UHNW asset allocation across equities, fixed income and private markets. I use Python, Bloomberg and Capital IQ, and hold the ANBIMA Investment Manager Certification (CGA).

Based in São Paulo, Brazil, I am available for fully remote consulting and analytical support. A services contract through my US company is an option, subject to the client’s requirements.

Career history

2025 - Present | Constancia Investimentos | Global Market-Neutral Long/Short Equity Portfolio Manager. Manage a global market-neutral long/short equity portfolio and corporate event-driven arbitrage strategies.

2024 | Hollander Wealth MGMT | Strategic Asset Portfolio Manager. Developed and executed UHNW investment strategies across equities, fixed income and private markets.

2020 - 2023 | Kinea Investimentos | Global Market-Neutral Long/Short Equity Portfolio Manager. Managed Brazil and Mexico equities (2020-2022), expanding to global equities, primarily the US market, in 2023.

2018 - 2020 | Banco Votorantim | Equity Portfolio Manager. Managed long-only and long/short equity funds using systematic stock-selection, sector-allocation and factor models, alongside quantitative market and macroeconomic analysis.

2017 | RB Capital | Credit Portfolio Manager. Researched utilities, agriculture, toll roads and transportation; presented investment cases and managed credit allocation, trading and hedging.

2013 - 2016 | Apex Capital | Partner Equity Analyst. Researched companies and sectors across industrials, financials, malls and property, with sector portfolio management and fundamental-data factor strategies.

2011 - 2012 | Apex Capital | Partner Risk Manager and Quantitative Analyst. Implemented risk policies, monitored fund risk and developed quantitative factor strategies.

2010 - 2012 | Az Quest | Risk and Quantitative Analyst. Monitored fund risk and performance and developed quantitative strategies.