Just as individuals experience peaks and valleys, so too do companies. When a company is trading at its peak, seeming unstoppable, we believe this is the moment for heightened scrutiny. We delve deeper into the technology, business model, and macroeconomic factors — as sometimes optimistic assumptions fail to align with reality.
Conversely, when companies face hardship — borrowing heavily just to survive — it doesn't necessarily signal an asset to avoid. On the contrary, we often view this as the moment of peak attractiveness. The most ideal state is reached when the company has begun to "put its house in order" and starts the process of debt repayment.
In every situation, our mission remains consistent: to identify where the consensus has erred. Our name is Lazarus — we specialize in seeing dead companies rise again.
"The time to buy is when there's blood in the streets — even if the blood is your own."
Monthly returns vs. benchmark
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Acc. | p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazarus (2025) | — | — | — | 2.74% | ... | |||||||||
| CDI (2025) | — | — | — | 1.06% | ... | |||||||||
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| CDI (2026) | ... | |||||||||||||
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Acc. | p.a. | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lazarus (2025) | — | — | — | 5.26% | ... | |||||||||
| S&P 500 (2025) | — | — | — | -0.76% | ... | |||||||||
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| S&P 500 (2026) | ... | |||||||||||||
"I've been investing since I was a young teenager with bar mitzvah money, later in life I find myself with my own investing team, people that want to hear what I think and a Wharton tuition to pay every year. I've come far, but that's just the beginning for me and for Lazarus Partners."
"An Applied Mathematics with emphasis on economics undergraduate at UFRJ. Dedicated to applying structured problem-solving and analytical rigor to optimize operations at Lazarus Partners."
"'The best business in the world is a well-managed company; the second best is a poorly managed company.'
- Our job is simply to tell them apart."
Head of Macro Desk
Head of Marketing
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Scans the market overnight and generates brand-new analyses, skipping assets on the blocklist.
The AI cross-checks assets against the rules and expectations written below.
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Acesse a base de contatos e gerencie clientes.
Generate each client's monthly billing PDF.
Generate the portfolio rebalancing report per client.
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| Quando | Quem | Action | Alvo | Detalhe |
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Busca no registro de classes da CVM (só fundos em funcionamento). As cotas diárias vêm do Informe Diário — a CVM publica com alguns dias de atraso, então a linha do fundo termina antes da carteira.
Pelo ticker (ex.: ARKK, QQQ, SPY). O preço EOD vem da FMP, junto do resto do book — sem o atraso do informe da CVM. O histórico é baixado na hora do cadastro.
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