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JGP Gestao Patrimonial Ltda.
André Jakurski · Asset Manager · Multi-Strategy
JGP Gestão Patrimonial Ltda. was the wealth management division of JGP, a premier independent Brazilian asset management group founded in 1998 by André Jakurski and a team of seasoned partners. Headquartered in Rio de Janeiro, the institution specialized in providing tailored portfolio management, multi-family office services, and financial advisory to high-net-worth individuals and institutional clients. In 2025, JGP Gestão Patrimonial was acquired by BTG Pactual, which integrated the business into its comprehensive wealth management and family office ecosystem. The firm was widely recognized for its active risk management and a multidisciplinary investment approach that bridged Brazilian and international markets. JGP focused on long-term capital preservation and consistent returns through a variety of strategies across equities, credit, and macro verticals. Furthermore, the firm was a pioneer in the Brazilian market for its integration of ESG standards into its investment and analysis processes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +0.8% |
| YTD return | -0.3% |
| Sharpe ratio | -0.19 |
| Win rate | 57% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jgp.com.br |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 99.9% | +0.8% |
| AMZN | Amazon.com Inc | 0.1% | +16.3% |
| TSLA | Tesla Inc | 0.0% | -14.6% |
| LGSXY | Light SA ADR | 0.0% | -50.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | AMZN | 0.1% → 0.1% |
| Sep 21, 2026 | BUY | TSLA | 0.0% → 0.0% |
| Sep 21, 2026 | SELL | VALE | 0.0% → 0.0% |
| Sep 21, 2026 | BUY | BRK-A | 99.9% → 99.9% |
| Aug 10, 2026 | BUY | BRK-A | 99.9% → 99.9% |
Investment Style Analysis
JGP Gestao Patrimonial Ltda. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, JGP Gestao Patrimonial Ltda. made a significant move by reducing the position in AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
JGP’s core investment philosophy revolves around the attainment of consistent absolute returns through active risk management and capital preservation. The firm utilizes a multidisciplinary investment framework that combines top-down macroeconomic analysis with detailed bottom-up fundamental security selection across multiple asset classes including equities, credit, and real estate. This approach is reinforced by a stable team of senior professionals who have collaborated for several decades. A central tenet of their strategy is the integration of environmental, social, and governance (ESG) factors into the investment process, reflecting a commitment to sustainable and responsible management. JGP emphasizes deep market expertise and the construction of customized portfolios designed to meet the specific risk profiles and long-term financial goals of its wealth management and institutional clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with JGP Gestao Patrimonial Ltda..
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Frequently asked questions
How is the simulated portfolio for JGP Gestao Patrimonial Ltda. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is JGP Gestao Patrimonial Ltda.'s largest holding?
As of the latest filing, JGP Gestao Patrimonial Ltda.'s top position is Berkshire Hathaway Inc (BRK-A), representing 99.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is JGP Gestao Patrimonial Ltda.'s historical performance and risk profile?
Our simulation indicates a total return of +0.8% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of -0.19, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does JGP Gestao Patrimonial Ltda. primarily invest in?
JGP Gestao Patrimonial Ltda. has a strong preference for the Insurance - Diversified sector, which makes up 99.9% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is JGP Gestao Patrimonial Ltda.'s portfolio concentrated or diversified?
JGP Gestao Patrimonial Ltda. runs a highly concentrated portfolio with 4 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has JGP Gestao Patrimonial Ltda. performed in 2026?
Our AI-simulated model portfolio for JGP Gestao Patrimonial Ltda. tracks a Year-to-Date (YTD) return of -0.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does André Jakurski manage JGP Gestao Patrimonial Ltda. directly?
Yes, André Jakurski serves as the key portfolio manager for JGP Gestao Patrimonial Ltda., overseeing the investment strategy and final capital allocation decisions.