
Discover and partner with exceptional companies to thrive together
About Us
Built on timeless principles
Luxor Investimentos is part of the Luxor Group, a family office that combines an entrepreneurial spirit, analytical depth, and a commitment to the long term. Our strategy evolved from an initial focus on major businesses in Brazil in the 1990s to investing in large global companies starting in 2010. We partner with businesses led by honest, competent managers with durable competitive advantages.
We are built on timeless principles: investing in exceptional businesses, holding them for the long term, and letting compound interest work its magic. While our focus is on high-quality companies, we also invest in equity ETFs and funds to complement our strategy and capture market opportunities. Our approach is based on discipline, patience, and humility, allowing us to capitalize on volatility rather than fear it.
It is not about following trends, but about building something lasting – protecting and growing capital while adhering to principles that stand the test of time. It is a commitment to act with awareness, invest wisely, and leave a legacy of trust and long-term success, having fun in the process.
Values
Key Principles
Our investment philosophy is grounded in principles that have stood the test of time
Invest in What You Understand
Invest in What You Understand
Stay within a defined circle of competence. Prioritize clarity over complexity.
Buy Quality Businesses
Buy Quality Businesses
Companies with durable competitive advantages, strong management, and high returns on invested capital.
Long-Term Focus
Long-Term Focus
Allow quality businesses to compound value over time. Maintain conviction through market fluctuations.
Margin of Safety
Margin of Safety
Always invest with a margin of safety, ensuring a deep understanding of the evolution of fundamentals.
Concentration Over Diversification
Concentration Over Diversification
Concentrate in high-conviction investments rather than over-diversifying into average opportunities.
Discipline and Patience
Discipline and Patience
Avoid the pressure to react to market noise. Patience is key to capitalizing on opportunities.
Continuous Learning
Continuous Learning
Commit to ongoing learning and analysis. The more you learn, the more you earn.
Strategy
Long-term equity returns in global markets
We seek long term equity returns investing directly in public equities, private equity and venture capital and through a select group of managers with whom we develop close and long term relationships across different geographies.
Team
Our Team
A dedicated team united by discipline, intellectual rigor, and a shared long-term vision
Investment Committee
Investment Analysis
Media
Insights & Resources
Our curated selection of readings, reports, and perspectives on long-term value investing
Investment Philosophy
Investment Philosophy
Investor Letter
Investor Letter - Lipizzaner— November 2025
Investor Letter
Investors Letter— May 2025
Investor Message
Luxor Group - Message to Investor— 2025
Investor Message
Luxor Group - Message to Investor— 2024
Investor Message
Luxor Group - Message to Investor— 2023
Investor Message
Luxor Group - Message to Investor— 2022
Investor Message









