Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Jose Zitelmann

Jose Zitelmann

Showing manager performance globally. You can view performance in individual jurisdictions.

About Jose Zitelmann

José Zitelmann works at BTG Pactual as the head of equity strategies. Mr. Zitelmann joined Pactual in 1998 and became a partner in 2004. After an initial year in Corporate Finance, he moved to Asset Management business unit, where he became Head of Latin America Proprietary Equity Desk. He was a member of the executive committee at UBS Pactual. Mr. Zitelmann received his bachelor’s degree in business management from Fundação Getulio Vargas (FGV-SP), a São Paulo Business School.

Are you Jose Zitelmann?

Citywire Rating: + rated

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017

Performance

over : 30/09/2016 - 30/09/2017
Rank 142/183 Equity - Brazil
Manager Return
140 Paulo Clini 22.6%
141 Raul Freire 22.3%
142 Jose Zitelmann 22.1%
142 José Maria Ribeiro de Melo 22.1%
144 Marcelo Cavalheiro 22.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.0% -3.1% 20.2%
2016 40.5% 22.5% 17.8% 2.2% -4.8%
2015 -32.6% -11.1% 6.9% -27.5% -2.1%
2014 -5.0% 4.2% 10.6% -11.1% -7.3%
2013 -10.3% 1.2% -12.2% 5.5% -4.4%
2012 6.8%

Related News

The three best LatAm bond managers revealed

Investor demand for Latin American debt is rising and one manager has managed double digit returns in this sector over the past year.

The only managers to make money in Brazil over past 3 years revealed

Citywire Americas analysis unveils the three equity manager teams beating the Brazilian blues and generating positive returns.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.