Thesis
Active governance: what separates ownership from passive capital
Mar 2026 · Head Oversea

Injecting capital without a seat in the decision room is a different thesis from active ownership. Head Oversea chooses the latter.
Being in the room — board, operations, and capital — is what allows course correction, faster execution, and value protection across the cycle.
That posture defines the relationship with founders and leadership: a long-term partnership, not a check and distance.
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Thesis, portfolio, and how we operate across Brazil and the United States.
Context first. Capital second.
Head Oversea · Active Ownership
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Perspectives on active ownership across Brazil and the United States — no noise.