Global investments build stronger legacies

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Our vision

We believe great investments transcend borders.

For the last 15 years we have applied our knowledge and curiosity to bridge the distance between Brazilian investor and the best opportunities that developed economies have to offer. We scour the world in search of attractive investments which are usually not in the obvious places. We are permanently aligned with the interests of our clients, and share relevant information openly along way.

If on the one hand we have a truly global approach when it comes to investing, on the other hand we value being local, and being close to the families and institutions who have entrusted us with their capital. We closely monitor the needs of our clients with care and aim to merit their trust as we continue promoting the globalization of investments to perpetuate legacies.

Our values

We travel the world to expand our knowledge base and to seek the most talented managers, often difficult to access. Benefitting from our deep understanding and network we have built over the years, we source and select the best managers in each asset class, and closely monitor the investments we make.

It is our belief that in order to preserve the legacy of a family or institution, it is necessary for it to grow over a long time horizon. To do so, it is essential to diversify the portfolio across investments with distinct return drivers and stay the course, even during uncertain times. Investing globally is the cornerstone for compounding capital in strong currencies.

We make global investments possible through being local, close to each client, and committed to caring for their interests. Our Brazilian heritage allows us to understand how the Brazilian investors think about their global investments. Our approach seeks to inspire confidence in those who wish that their assets be invested for with transparency and discretion.

No matter the subject, we present the facts objectively and clearly, avoiding roundabouts. We share what is necessary with agility, avoiding information that brings more noise than value to our clients.

We travel the world to expand our knowledge base and to seek the most talented managers, often difficult to access. Benefitting from our deep understanding and network we have built over the years, we source and select the best managers in each asset class, and closely monitor the investments we make.

It is our belief that in order to preserve the legacy of a family or institution, it is necessary for it to grow over a long time horizon. To do so, it is essential to diversify the portfolio across investments with distinct return drivers and stay the course, even during uncertain times. Investing globally is the cornerstone for compounding capital in strong currencies.

We make global investments possible through being local, close to each client, and committed to caring for their interests. Our Brazilian heritage allows us to understand how the Brazilian investors think about their global investments. Our approach seeks to inspire confidence in those who wish that their assets be invested for with transparency and discretion.

No matter the subject, we present the facts objectively and clearly, avoiding roundabouts. We share what is necessary with agility, avoiding information that brings more noise than value to our clients.

Our history

  1. 2005

    Founding of M Square

    M Square was founded as a solution for international investments – at the time focused on finding the best talent in Hedge Funds around the world – initially in partnership with Hedging-Griffo*.

    * After the purchase of Hedging-Griffo by Credit Suisse in 2007, the partners of M Square repurchased their shares to remain independent.

  2. 2007

    Beginning of Exclusive Portfolios

    • The first exclusive portfolio was created. Over the following years, this became the foundation to our current main activity, the management of customized Endowment Portfolios – for families who strive to perpetuate their legacy in strong currencies.
    • M Square launches an equity fund focused on investing in listed Brazilian companies, called M Square Brasil, having among its investors the most renowned Foundations, Endowments and Family Offices in the world. In 2016, with around U$1bi in assets under management and a stable and high-quality investor base, the partners decided to spin-off the Brazilian strategy, hereafter called Velt Partners.
  3. 2011

    Expansion of investment scope

    Aiming to build complete global portfolios, M Square expands its investment scope to include less liquid asset classes such as real estate, private equity, venture capital and private credit, applying its expertise and methodology to select the best managers in the world across most asset classes.

  4. 2013

    Launch of Global Equity Managers

    M Square’s first local vehicle to invest abroad, in long only global equities, a subset of the strategies M Square invests in. The fund was created for the purpose of allowing Brazilian institutions to access some of the top long only global equity managers in the world.

  5. 2017

    Base Partners

    Co-founding of Base Partners in partnership with Fernando Spnola, a growth equity firm that invests globally in leading technology companies.

  6. 2019

    1st exclusive portfolio abroad for a Brazilian Pension Fund

    • In 2019, M Square was selected to manage the first local exclusive portfolio for a Brazilian Pension Fund to invest abroad. The portfolio was built jointly with the investor in order to fit the total assets of the foundation and enhance their risk/reward.
    • Launch of M Square Portfólio Global Institucional, a commingled fund that invests in 4 different asset classes: global equities, high yield, investment grade and absolute return, within the scope of institutional regulation.
  7. 2020

    With more than 20 exclusive portfolios in the Endowment models, we launched M Square Inside which works as an extension of the clients’ family office.

     

Families

Perpetuate the legacy of families consistently

Portuguese only

Pension Funds

Seek the best investments in strong currency

Portuguese only
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